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Articles tagged "two-factor" returned 46 results.
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Merging Accounts Or Contacts
Accounts and Contacts can be merged in the Settings area within Data Management and select either Merge Accounts or Merge Contacts. Merge two Accounts or Contacts (a Source and a...
Searching and Filtering Lists
...Example ANDSearch Example: filtering Accounts with Industry set to Manufacturing AND in United Kingdom. Here you could filter using two different column headers ORSearch Example: filtering Accounts with Industry set to Manufacturing Or Retail. To achieve this...
Marketing automation introduction
...10,000 Connect Email credits. Gold-Vision’s Marketing Automation module consists of two key concepts: automating Gold-Vision Campaigns and Touch Point alerting: Campaign automation Automate your Gold-Vision Connect campaigns and use them...
Run and re run a stage
Run a Stage There are two ways to run your campaign stage From the Campaign In campaign view, click the play button: Close modal From the Campaign Stage Alternatively, you...
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,...
Using your Sage 50 Integration
...and credit memos, is pushed in Gold-Vision against Account sections/ pages Data can be accessed in Gold-Vision in two ways, either from the top level View menu, or against individual...
Power searching
...two different column headers. ORSearch Example: filtering Accounts with Industry set to Manufacturing Or Retail. To achieve this you would use the ‘pipe’ symbol: |. For example, Manufacturing|Retail. EXCEPT Search Example: All Opportunities EXCEPT those with the Source field...
Configure Alerts Introduction
...the Owner of the Activity at the time and date as set in the Due Date field. These two types of Alert can only be created through the Gold-Vision user...
Mail Tracking Settings
...to be set back to any date. Attachments There are two ways that you can save Email Attachments. Externally as files – this is the recommended option, with files being...
Preparing your data
...1, Address 2, Address 3. Spilt Contact Names If First and last names have been stored together they should be in two columns Firstname and lastname. You can do this...
