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Articles tagged "web" returned 88 results.
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Marketing automation introduction
...sales team when one of their customers is looking at a new product on your website. Next, you can use this information to automatically create follow up activities. You can...
Touch point automation
...and visited a new product page on your website. Alternatively, for leads, you can automatically create a call back Send an automatic Alert to Account Managers when their Contacts tweet...
Using Touch Points
...the touch point and choosing the relevant option. Close modal Some touch points will have arrows to click on which display further information. For example, web touch points show the...
Creating A Chart
...drill down to a list view of the items. Info Widgets are dynamic, if a change is made to the list, the charts will automatically refresh. Watch the web clip...
Creating Templates & Template Tags
...mapped drive or a web folder. The shared folder is used by the Gold-Vision client when generating document templates from an item. The shared folder must adopt the same sub...
Configure your Lead Screens
...can be also be configured using the screen design tool. Default Fields The following fields will appear by default on the screen: Summary Company Main Phone Website Post/Zip Code First...
Enabling Highlight Rules
...a date has passed. Setup Highlight Rule From the Settings area open Screen Design. Select any Date or Numeric field and configure the field. Our web clip below takes you...
Outlook Plugin
...button. Enter the web address you use for accessing Gold-Vision, suffixed /legacy Close modal You can also test the connection from this screen. If you use a Gold-Vision server...
Monitor And Manage Privacy Data
...from the Administration Console. Under Article 12: you should process the request “without undue delay” and within one month. https://ico.org.uk/for-organisations/guide-to-the-general-data-protection-regulation-gdpr/individual-rights/right-of-access/ Close modal Close modal Watch our web clip to see...
Using the Eventbrite Integration
...the Import button to import your Event to Gold-Vision: Close modal Info Clicking on the name of the Event will take you to the web page for your Eventbrite Event....
