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Articles tagged "link" returned 102 results.
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Emails Overview
...and link them to existing emails. New Email To create a new email, click + New Email Close modal First, select a Brand for the email Close modal Info...
Touch Point Rules
...a linked OnMonitoring or Lead Forensics account If you plan to track your email marketing you need a Gold-Vision Connect account If you wish to use Touch Point categories these...
Configuring the Microsoft Outlook Integration
Close modal Overview Gold-Vision allows integration with your Microsoft Outlook mailbox, this enables you to: Automatically link Outlook emails to associated CRM records including Account, Contacts and Activities. Enable Calendar...
Viewing & Editing Lists
...Add on required) Template (Create bulk documents from Templates) Link (Link multiple items) Edit (Edit records in bulk) Delete (Delete records in bulk) See our clip below Close modal...
Mail Tracking
...Link: link the email to an item in Gold-Vision. Manually add an Email to Gold-Vision Using Outlook Plug in users can manually add emails to Gold-Vision Items. Details...
Data privacy opt in
...Connect Gold-Vision integrated with Gold-Vision Connect provides you with a trusted database of opted-in contacts who can easily be identified for ongoing communications. You can add a link to a...
Lead nurture
...up stages, while tracking and scoring what links they click on and reaching out to them when their touch point score raises over a certain point. Alternatively, you could be...
Using Touch Points
...touch point to the relevant record and it will then be visible in the associated account, contact or lead record. Close modal Manually link Touch Points Back in the touch...
Creating a Project
...the Project from the Action Menu by clicking on the Add Member button Links Links to other Gold-Vision items can be added to projects to show the relationship between the...
Managing Projects
...to find out more about correspondence click here adding links to emails – to find out more about links click here add notes – to find out more about notes...
