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Articles tagged "follow-up" returned 119 results.
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Managing Opportunities
...next actions e.g. follow-up phone calls. How to Create Appointments Once an opportunity has been created, appointments can be created How to Create Quotes Further Opportunity Actions Close modal Add...
Using Appointments to manage diaries
Keep on top of your Sales by managing your diary through Gold-Vision Configure Appointments to record the following information: Appointment type, Outcomes, Follow up, Meeting notes, Reports. Set Appointment types...
Campaign stage types
...and save your campaign stage, choosing Phone as the Media type. Next, create a follow-up action for the stage: Close modal This process will create a call activity for the...
Create a new campaign
...click Save. Close modal Once your campaign is set up, you will need to create your Campaign Stages (including any Follow-up Stages/Rules), Add/Exclude your sources, and then Run your stage....
Setting up Products with Time/Unit
...ahead and start using this functionality, make sure the following items have been screen designed on the required Gold-Vision records: You need to set your Time Settings to define how...
Preparing your Lead Data
...use (for example) a Data Cleansing Agency to update your Lead data, you need to add an extra column to your CSV file called Control Column. See Updating an Import...
Preparing your data
The key to a successful data import is the preparation of your data. Following these steps will help ensure there are fewer errors in the files which are returned to...
Configuring the Eventbrite Integration
...To authenticate with Gold-Vision an Eventbrite account is required. Sign up for free here. Go to Settings then select Social Authentication Close modal Add new Social Authentication for Eventbrite: Close...
Managing your Exchequer Integration
Once you have your integration in place you can manage the integration as follows: Edit Mappings You can manage field mappings between Gold-Vision and Exchequer from settings and Integration Mappings...
Using Office 365 Contact Synchronization
Close modal Using Office 365 Contact Sync Your Gold-Vision Administrator will need to follow the instructions to Enabling the 365 synchronisation before you can use this functionality. To use the...
