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Articles tagged "quick-campaign" returned 152 results.
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Using Contact records
...at contact level from the Action Menu Close modal Add Contact to Campaign Source Contacts can be manually added to a Campaign source by clicking Actions then selecting Add to...
Connect Email Design Tool Changes 2023
...designer to create email templates. Users will be able to edit and update templates created in the legacy design tool. Campaigns created in CRM can include a mixture of both...
Emails Overview
...assign this email element to a pre-created Campaigns. Info Visit Campaign Overview for more information about Campaigns. Assign to Folder – Add to an existing or create a new Folder....
Integrations Pricing
...from £80 N/A Xero £50 See Xero pricing QuickBooks Online £50 See QuickBooks Online pricing Sage 50 £50 See Sage 50 pricing Sage 200 £150 See Sage 200 pricing Microsoft...
Getting Started
...click on the tile that says contacts and the list will open. Close modal Correspondence Within a record you will also have a number of options for quick communication. For...
Adobe Sign Integration Overview
...you need to file it, the Adobe Sign integration can take care of it. Faster contracting Quickly set up templates with the Gold-Vision Adobe Sign integration. You can create, manage...
List Stats
Allow users to quickly generate numeric statistics from almost any list They are most useful for quickly totalling numeric columns or discovering the spread of records within a list by...
Easy Navigation Tips
...the Actions menu). Close modal Your Action Centre Use your Recent list to keep track of where you’ve been and quickly access those items. Your To-Do list shows your Activities...
Microsoft SharePoint Online Integration Overview
Close modal Gold-Vision’s integration with SharePoint Online allows you to share and manage content, knowledge, and applications to empower teamwork, quickly find information, and seamlessly collaborate across your organisation....
Manage Your Day
In this guide, we’ll walk you through some simple steps to help make managing your day-to-day tasks much easier, such as activities and appointments, and show you how to quickly...
