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Articles tagged "follow-up_rule" returned 139 results.
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How Can I Restrict Access?
...example the sales team may need a different view of an Account to a support team. Setup Account Security On an Account/Contact in the Admin area you can setup User...
Mail Tracking & Calendar Troubleshooting
...configuration updates. It’s not uncommon for there to be issues after a migration such as this and they cab be resolved typically by following the steps below:- Setup a new...
Using Lead Forensics Data
...list in Gold-Vision is designed to collate data from multiple sources in a single view so that rules, scoring and follow up actions can be created. Links to the Touch...
Managing Appointments
...due date or completion status by clicking the edit button Appointment editability follows the normal Gold-Vision security rules. You can limit editing by team using the Access Options and you...
Automate the sales process
Use Gold-Vision Alerts to Automate the process Create automatic follow up activities for Opportunities In this example – when an Opportunity for New Sales is created, an activity to schedule...
Marketing automation introduction
...customers that their annual subscription date is coming up or to run an automated re-engagement series for cold leads Ultimately, applying automation should free up time for your sales and...
Run and re run a stage
...same dialogue box will appear with 3 tick options: Close modal Create follow up activities: automatically creates activities when the stage is run. Used for things such as phone follow-ups....
Configuring Time
...will show you how to configure Time and below you have step by step instructions as well: Setting up a Standard Working Day The initial setup is quick and easy....
Automations
...Ellipsis icon to Delete an element. Close modal Or, click on the ellipsis icon of any Email element to add a Follow up email. Info See Follow up Email...
Automated Email
...Automation actions for any Follow up emails if required before proceeding to Send or Schedule. Send or Schedule Use the Automation Sending Options to define the period in which...
