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Articles tagged "campaign_stage" returned 121 results.

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Add to an existing source

...Campaign, then Existing Source. Now, select the source that you want to add your list to and click OK. Close modal Once the list has been added to an existing...

Timeline

The Timeline view offers a dated display of your Campaign activity and tasks with options to display your Campaign elements for Today, Week or Month: Close modal Emails can be...

Folders

Folders can be added to Campaigns, Emails and Landing Pages to organise and easily find items. Folders are optional and can be set when creating templates, new emails, landing pages,...

Eventbrite Integration Overview

...Gold-Vision automatically. Promote Engage your customers before and after your events. Send an automated invitation campaign, or contact confirmed attendees, using Gold-Vision Connect. The all-in-one solution makes all event information...

Tasks Overview

...Brands, Assets (Images), Templates, Landing Pages, Campaigns, Social posts and more. A task can be linked to a Campaign, Email, Generic, Landing Page or it can be a standalone task....

Preparing your Lead Data

...At a later stage you can decide which fields need to be in the Gold-Vision destination record. See Using the Data Import Tool For instance, you may want specific fields...

Managing Projects

...Creating Appointments Project Stages and Types Administrator users can configure the Project Status and Type drop fields to reflect: the different statuses that your business has for its Projects Close...

Managing Quote Products

...at this stage or after it has been added to the quote Plus Button Go to the Quote Line section and click Plus button then select Product or Custom Close...

Intro to Lead Management

...Lead Management tool to quickly work through the records so that you can make the most of leads that matter either by calling, including them in lead nurture campaigns and...

Touch Point Alert

...– this option is only available with Marketing Automation. Close modal Tip Tip: Use Touch Point Alerting to add ‘hot’ leads to a Campaign source for a Lead Nurture Campaign...