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Articles tagged "reference" returned 36 results.
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Email Merge Fields
You may also choose to add in ‘Merge fields’ which would then pull that value from your Gold-Vision. E.g., a recipient’s name or an order date, customer reference number or...
Creating a Quick Quote
...be added at a later time. Close modal Info You can Add items, Edit and Delete the Quote as other Quotes. Tip Use Reference Numbering to uniquely number your Quotes....
Configure QuickBooks Online integration
...you would like to send to the QuickBooks Online Customer record: Close modal Info Integration Field refers to the QuickBooks Online field. Sub Mapping typically refers to the underlying references...
Manage your Sales Team Introduction
...Team & data security management Allow users to access accounts, opportunities or projects related to their role, whilst shielding other areas of CRM Remove/hide all references to unavailable/confidential data or...
Updating an Import
...could create a unique reference for all leads. Update Import step by step Right click on the original Lead Import and select Update Import Close modal Select the updated file....
Preparing your Lead Data
...before commencing The data is in an acceptable format for initial insertion into Lead Management Tips Create a unique reference number for your leads – this could be crucial if...
HTML templates
...All images should be relatively referenced using <img /> tags Try and avoid the use of background images, as they do not always render Templates uploaded will only be available...
GDPR Definitions
...identifiable person who can be directly or indirectly identified in particular by reference to an identifier. Sensitive Data – GDPR refers to sensitive personal data as “special categories of personal...
Managing data privacy
...you to manage when privacy notices are sent and can automatically write to a contact “Privacy Log” to ensure the date and time of notification is logged for future reference...
Managing unsubscribes
...Preference – Email has been unticked. This will make them an invalid recipient in future email campaigns. Close modal A note will also be added to the contact record: Close...
