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Articles tagged "follow-up_stage" returned 138 results.
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Using your Sage 200 integration
...select the product and the quantity then click add to build up your Quote Lines. Close modal You can have different alert criteria to trigger items being pushed into Sage....
Configuring the Lead Forensics Integration
...Gold-Vision, score it using touch point scoring and create follow up activities or opportunities for your users in Gold-Vision. Enable Lead Forensics Integration 1. To enable the integration you must...
Gold-Vision On-Premise Technical Requirements
...Gate DLM automation Microsoft Shared Management Objects 2016 Microsoft System CLR Types 2016 Firewall/Proxy Allowed Addresses For installation and updates and licence registration Gold-Vision requires the following addresses to be...
Mail Tracking Settings for Office 365
...follows: Close modal 10.‘Gold-Vision’ was the name of the ‘Application Name’. Note The service account credentials can be reused, the certificate and secret does not need to be uploaded again....
Introduction to e-mail Campaigns
...campaign stages. Use quick campaigns to easily manage your marketing communications. This webinar will last approximately 20 minutes plus an additional 10 minutes for a Q&A opportunity at the...
Introduction to e-mail Campaigns
...campaign stages. Use quick campaigns to easily manage your marketing communications. This webinar will last approximately 20 minutes plus an additional 10 minutes for a Q&A opportunity at the...
GDPR Definitions
...lawful basis for processing personal data according to ICO Article 6 https://ico.org.uk/for-organisations/guide-to-the-general-data-protection-regulation-gdpr/lawful-basis-for-processing/ Privacy Rules – Set up automated system rules to apply the purposes you have created. Privacy Log –...
Creating Activities & Reminders
...Project. Close modal Activity Details Start Date/ Due Date – Select using Calendar Icon – if not entered will default to current date & time. Status – Select progress stage...
Preference centre
...link, they will be presented with the page below: Close modal Info Campaign Types can be amended in the Gold-Vision Administration Console within the Screen Design area against Campaign Stages....
