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Articles tagged "template" returned 79 results.
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Design Tools and Functionality
...which you want to send a preview of your email. Close modal Save as New Template Enter the Template Name and assign to Folder and add tags if required. Select...
Using SharePoint Online Integration
...Template Generation Gold-Vision template documents can be automatically saved to Sharepoint Online. To learn more about template generation please view the main article on Creating a Document from a Template....
Updates
...to Template Name Documents Templates Settings are retained as expected when upgrading to latest version. Address Data for Primary Contact is included in the document created from template if Contact...
Lead nurture
...how you would create a lead list in Gold-Vision and an automated template in Gold-Vision Connect before the event, ready to send to everyone you speak with on the day....
Advise the customer that their subscription is due
For example – automatically send an email when a renewal date is less than one month away. Step 1 Create an email template. Settings > Email template > New Enter...
Managing Opportunities
...Document templates can be created against Opportunities records from the Word icon. To find out more about how to create templates please visit our Creating A Document From A Template...
Managing Quotes
...link to the Account, select the Relationship then click Add. Close modal Creating document templates from a Quote Document templates can be created from a Quote record using the Word...
Using Account records
...relationship options can be predefined by Administrator Users in the Settings area Creating document templates from an Account Document templates can be created against Account records from the Word icon....
Configuring the Adobe Sign Integration
...from almost any item by using predefined Word Templates (.dot) files. The template file may contain Gold-Vision “tags”, which are substituted with the corresponding item data – for example name...
Welcome new customers
...and finally a follow up call from their Account Manager. By ensuring that you have set up and started your automated email templates in Gold-Vision Connect, it takes just minutes...
