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Articles tagged "follow-up_stage" returned 138 results.
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Advanced Templates
...associated areas. For example if you setup a template against a Quote it would be possible to pull fields from the following areas: account, contact, opportunity. Using the ‘normal’ mode...
Emails Overview
...it to a folder, add a Follow up email or delete that email. Close modal Info See Follow up Email for more information on how to create them...
Preparing your Lead Data
...use (for example) a Data Cleansing Agency to update your Lead data, you need to add an extra column to your CSV file called Control Column. See Updating an Import...
Facebook Integration Overview
...social campaigns are having on your followers. Setting up the Facebook Integration If you are interested in setting up a Facebook integration for your business, please contact our Support Team....
Email Automation
...Close modal Close modal You can choose from pre-created follow-up emails or create a new follow-up email on the fly. Close modal Info Find out more about Follow Up Emails....
Linking Purchased Time
...need the following: A Gold-Vision Quote that has the Training product added to it A Gold-Vision Project for the Training required Steps to follow: Change the Status of your Quote...
Linking Purchased Units
...functionality, make sure the following items have been screen designed on the required Gold-Vision records: Products have been Linked to Purchase Units see Configuring Time page for more details. You...
Introduction to Marketing
...to provide an ‘Introduction for Marketing Users’. We will explain how to create and run campaigns, email design, sending and reviewing campaigns along with follow up stages and Marketing Automation....
Managing Projects
...follow up actions. Activities can be created manually or workflows can be setup. To create a new Project Activity click the Plus Icon against your Project and select Project Activity:...
Managing Quote Products
...your quote you will need to make sure that Products have been set up, click here to find out how. Add Items Icon Close modal Click on the Add Items...
