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Articles tagged "highlight-rules" returned 46 results.

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Campaign Introduction

...for use with a third party. Powerful follow-up rules help the multiple stages suit your campaign strategy. For example, a follow-up could be based on a positive response to a...

Using Lead Forensics Data

...list in Gold-Vision is designed to collate data from multiple sources in a single view so that rules, scoring and follow up actions can be created. Links to the Touch...

Managing data privacy

...contact information in Gold-Vision. Step 5 Marketing automation isn’t just for email, you can also create rules and actions for additional stages that require a different type of follow-up. For...

How Can I Restrict Access?

...The Security field can be set in an Account record. Sections within an item page (e.g. Opportunities), can be designed to only be visible to certain teams and rules can...

What Is GDPR? Including Best Practice

...rules and regulations on data collection and data processing will allow individuals enhanced rights to access or withdraw their data. This new legislation will replace the existing Data Protection Act...