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Articles tagged "The Basics" returned 386 results.
Page 37 of 39
Introduction to Gold-Vision Portal
...to the Gold-Vision Portal including designing & styling pages together with benefits and examples of the Account & Activity pages along with enabling Portal access and 2-way CRM integration. You...
SMTP Settings
...an Administrators you can access the SMTP Settings within the Settings area. Close modal Google and Gmail Accounts For these type of mailboxes you will need to use the App...
Email receipt Alert
For example: Link emails with a Support Call reference number to the Support Call. Step 1 Set up the reference number for the Support Calls Step 2 Create the Email...
Email Templates For Alerting
Email Templates can be set within the Settings area. Close modal The Email Templates option allows you to design email templates which are used when an alert sends emails. Templates...
Merging Accounts Or Contacts
...and the merging process will not cause Alerts or Triggers to fire. Close modal Info Make sure you select the correct Source and Target as there is no undo facility....
Copy/delete a campaign stage
...simply open the campaign stage in question, click Action and Delete. Info You can also delete a campaign by following the same steps as above but at the campaign level...
Campaign Introduction
...3. Create a Stage How do I contact them? 4. Add a Source Add who I want to contact. 5. Run the Stage Get my Campaign Stage ready to send....
Create a campaign stage
Campaigns can be designed with one or multiple Stages, as complex or simple as your requirements. Stages define the medium you use to send your campaign (e.g. Connect Email, Phone,...
Workspaces Overview
...to your CRM. To use Gold-Vision Marketing go to the CRM App Switcher by clicking on the icon in the top left hand corner. Close modal Then select your Workspace....
Form Submissions
...modal You can also click the Export button to export the list to CSV, PDF or Excel File. Close modal Info For more information see the, Elements Overview page....
