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Articles tagged "contacts" returned 100 results.
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Review invalid recipients
...Sources Contacts can be removed from the Campaign Source by clicking on the Recipients tab, then clicking the Exclude Recipient icon that appears when you hover over a recipient. You...
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...
Touch Points introduction
...Accounts or Contacts. Touch Points will be visible based on the Touch Point Categories you have setup. Change the view to show by Year by Month or by the current...
Using Word Mail Merge
...the recipients or you can create a quick campaign and, from the stage, export the valid recipients. Creating a Quick Campaign Filter your contacts, create a quick campaign. Open the...
Creating Templates & Template Tags
...that references a standard list or extension/custom list from an item – e.g. in a Quote, a list of products; from an Account, a list of Contacts. Supports multiple table...
Configure your Lead Screens
...mapped to Gold-Vision fields so when the Lead is promoted the data will appear in Gold-Vision. Fields can be Promoted to Accounts, Contacts, Account Activities, Projects and Opportunities Close modal...
Critical Fields
...site Contacts -First name and Business site Project activities – Project summary Opportunity activities – Opportunity summary Contact activities – Contact Quotes – Opportunity summary Appointments -Primary site Do Critical...
Outlook Plugin
The Gold-Vision Add-In tab is available on both the main Outlook ribbon (when looking at Emails or Contacts/People) and within individual email messages. To add a message Gold-Vision, select it...
Short Codes
...based on the Gold-Vision object. The code will take the first 3 letters of the Gold-Vision object within the prefix. For example account ACC- 3280 contacts CON-187 opportunities OPP-2202. For...
Touch Point Rules
...we want to create a Lead so this box is ticked. Close modal Linking When a Touch Point is imported Gold-Vision will try to match the data against Contacts, Accounts...
