Search Results
Articles tagged "opt-in" returned 185 results.
Page 7 of 19
Using LiveChat Integration
...information in the Chat window (depending on how LiveChat has been configured). In this example, the Contact’s email address is in Gold-Vision so we can now see their Job Title...
Getting Started
...you need to know in order to get up and running with confidence from day one. Close modal Logging in and your Home Page Before anything else, you need...
Viewing Data Sources
Data sources can be reviewed in card view in the Data Sources list from the view menu: Close modal There are search options at the top right-hand side so you...
Brand
When creating Campaigns, Emails or Landing pages you have the option to assign that element to a particular Brand. The Brand filter option will be displayed in the Filter options...
Currencies
...options. Values in the Quotes and Opportunities lists are then converted on the fly and displayed in the Local Value field on the respective list (this field may need to...
Assigning Leads
Assign individual Leads Leads can be assigned from within a Lead record to another user. Click on the Actions menu within a Lead Close modal Click Re-assign Lead Choose a...
Using Appointments to manage diaries
...Allows users to see all Sales Appointments by type Close modal Info Appointment Type options can be changed in the Settings area. Set Appointment Outcomes Create reports to measure the...
Mobile Device Access
Gold-Vision 8 is fully mobile responsive When accessing the product on a mobile or tablet device the view will scale down accordingly and provide a collapsed version of the information...
Automated Connect campaign
...in Connect 3. Set up the automated Campaign in Gold-Vision 4. Run the Stage in Gold-Vision Create Automated Mail Shot Creating an automated mail shot in Gold-Vision Connect is easy:...
Using Touch Points
...touch point to the relevant record and it will then be visible in the associated account, contact or lead record. Close modal Manually link Touch Points Back in the touch...
