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Articles tagged "time-management" returned 194 results.
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Downloading the Data Import Tool
The Data Import tool enables the Gold-Vision Administrator to import large amounts of data into Gold-Vision. You will need to have access to Settings → Lead Management settings to download...
Tips, Web Clips & More
...organisations can gain a more complete understanding of their customers and improve the effectiveness of their revenue-generating activities. Read on to find out more. Introducing Dashboard Management 3rd May 2023...
Exchequer Integration Overview
Close modal From real-time management reporting to accounting on the move, our Exchequer integration offers a range of benefits that will enable you to simplify your processes and strengthen...
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
...be re-run multiple times. This allows you to just use one Campaign for, say the distribution of a standard newsletter, or for different phases of the same Campaign. Each time...
Updates
...adding a new date field in the Screen Designer, date fields can now be set and saved as showing the date only and not the default date and time setting....
Automated Connect campaign
...past the hour Daily – choose a time of day Weekly – choose a time of day and day of the week Monthly – choose either to set the date...
Welcome new customers
...will receive each follow-up stage two days after the previous email. Set up the automation by running your Stages using Automated Run and choose your time of day to send,...
Google Mapping Integration Overview
...make more efficient use of their time on the road – planning routes in advance or on the go, using real-time data. Map view See your data on a map....
Loqate Address Lookup Integration Overview
Close modal Gold-Vision’s integration with Loqate allows you to get the best address data every time. Address verification from Loqate makes adding addresses to accounts and contacts a breeze...
