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Articles tagged "web-tracking" returned 119 results.
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Managing Projects
Users can plan and manager their Projects in Gold-Vision with simple resource allocation, correspondence tracking and powerful reporting. Create Activities/Tasks for a Projects Project Activities can be useful to manage...
Creating a Project
...Project and other records. Tip Tip: Adding the Project Reference Number to the Project Summary can be useful for automatically enabling email tracking against the Project. Project References can be...
Lead nurture
...up stages, while tracking and scoring what links they click on and reaching out to them when their touch point score raises over a certain point. Alternatively, you could be...
How to send an email with Connect
...address for replies to be forwarded to. Close modal After your mail shot has been sent you will get access to the Tracking, Reporting, Bounce and Export tabs. These will...
Connect reporting
The Reporting tab on a Connect mail shot shows graphical information regarding the tracking data as well as detailed information regarding click-thrus, read dates and times. Close modal This data...
Outlook Plugin Troubleshooting
If you are having trouble installing or viewing the Outlook plugin for Gold-Vision, please follow the guidance below. If you are looking for information on how to download and setup...
Configuring Google Analytics Integration
Connect has its own in-built analytics, but with the Google Analytics integration, you can get even better insights to help grow your business. The integration automatically adds campaign tracking codes...
Using Account records
Close modal The Account main menu enables users to perform different actions to the Account record: Edit an Account Account records can be edited by clicking on the Edit Icon...
Gmail Integration Overview
...update your accounts with any sent or received communications or new appointments, linking the relevant files to the associated Accounts/Contacts. 3 Key Benefits of our Gmail Integration Correspondence tracking –...
How to Set up the App Password for Google / Gmail Accounts
...3rd party app, eg. Gold-VisionCRM then click GENERATE Close modal Copy the app password for use instead of the mailbox password when setting up the Mail Tracking Settings Close modal...
