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Articles tagged "follow-up_stage" returned 138 results.
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Create a ‘Cherry Picked’ source
...Included and Excluded areas on the source. Close modal Your source can now be added to a Campaign stage or exported to a CSV file. Tip Refreshing your Source updates...
Google Analytics
...google info in links is selected, the following parameters are included in link URL’s: utm_source = gvconnect utm_medium = email utm_content = <campaign type> utm_campaign = <campaign stage name> The...
Automate the sales process
Use Gold-Vision Alerts to Automate the process Create automatic follow up activities for Opportunities In this example – when an Opportunity for New Sales is created, an activity to schedule...
Duplicate Scoring
...spaces and non-alphabetical characters are removed and the same Town name. e.g. The following records would be flagged as duplicates: Company Name Town Gold-Vision West Haddon Gold Vision (Esteiro) West...
Configuring Time
...will show you how to configure Time and below you have step by step instructions as well: Setting up a Standard Working Day The initial setup is quick and easy....
Automations
...Ellipsis icon to Delete an element. Close modal Or, click on the ellipsis icon of any Email element to add a Follow up email. Info See Follow up Email...
Automated Email
...Automation actions for any Follow up emails if required before proceeding to Send or Schedule. Send or Schedule Use the Automation Sending Options to define the period in which...
Managing Activities
...option. Click here to find out more about Creating Appointments. Follow-up Activity Can be created from an Activity of any sort. This can be used, for example, after a meeting...
Configuring the SharePoint Online Integration
...or conflicts arising from mixed usage Setup There are five steps involved in setting up a Sharepoint Online integration, summarised below. Enabling Sharepoint Online Integration Authenticating with Sharepoint Online Configuring...
Configuring the Generic Phone Integration
...modal 5. Testing To test the integration follow the steps below. Enable the phone integration for your own user following steps 3 and 4 above Open the Contact list (from...
