Search Results
Articles tagged "Getting started with Gold-Vision 8" returned 418 results.
Page 40 of 42
Create a campaign stage
Campaigns can be designed with one or multiple Stages, as complex or simple as your requirements. Stages define the medium you use to send your campaign (e.g. Connect Email, Phone,...
Legacy Touch Point Settings & Categories
...the interval and retention of touch points and touch point scores. Close modal Touch Point Categories New Touch Point Categories can be set up within the Actions menu. Close modal...
Email receipt Alert
For example: Link emails with a Support Call reference number to the Support Call. Step 1 Set up the reference number for the Support Calls Step 2 Create the Email...
Proxy Settings
Proxy Settings can be found within the Settings area. As an Administrator you can use this page to set your Proxy server settings. Close modal...
Sales Automation
Upon Opportunity creation automatically create a series of activities for team members with defined due dates and follow up. Create an On-Save Alert for an Opportunity Conditions – When an...
Touch Point Alert
...can follow up swiftly. Note – this option is only available with Marketing Automation. Close modal Tip Tip: Use Touch Point Alerting to add ‘hot’ leads to a Campaign source...
Price Lists
Multiple Price Lists can be used with the Quotation and Product areas. You can view and manage Price Lists in the Settings area. Adding A Price List New Price Lists...
Product Settings
...opportunity, only administrators will be presented with an Open menu option, allowing further editing. The purpose of this is to ensure that historical sales information may be protected – especially...
Support and assistance
API support can be purchased if required for assistance with API development. Depending on your integration there may be a requirement for your instance to be covered by ‘Club Support’....
Configuring Google Analytics Integration
Connect has its own in-built analytics, but with the Google Analytics integration, you can get even better insights to help grow your business. The integration automatically adds campaign tracking codes...
