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Articles tagged "touch-point-alert" returned 111 results.
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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...
Configure Xero integration
...you can define the action by which an Gold-Vision Account or Quote is pushed into Xero. Click Edit Alert choose the Alert Condition then set the Alert Action for both...
Microsoft SharePoint
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Sales Automation
...have set the Summary, the Owner, the Type and the Due Date via the Alert. Close modal Remind me two months before competitor contract renewal Create a Reminder Alert for...
Creating the client using IdentityModel
The token endpoint implements the OAuth 2.0 protocol, and you could use raw HTTP to access it. However, a client library called IdentityModel is available, that encapsulates the protocol interaction...
Automate the sales process
...a demo within 7 days is automatically created: Close modal Create Reminder Alerts Use alerts to remind the sales team to follow up an Opportunity In this example when the...
Capture, Manage & Nurture Exhibition Leads
...and even rate your leads by adding a simple Rating field where you capture a number.This may help with qualifying the follow up. Close modal 4. Monitor Touchpoints Monitor Gold-Vision...
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...
Action Centre
...complete them or view all activities from the Action Centre. Close modal Alerts Alerts are the due reminders for the Activity’s Owner and they are based on the Activity Due...
