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Articles tagged "product" returned 84 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...
Welcome new customers
...Marketing Automation solutions position themselves as a ‘lead only’ tool. The main reason for this is they run inside their own product database, separate to CRM. Once a lead has...
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...
GDPR Definitions
...other business software products, will be one element of your GDPR strategy. After completing a GDPR compliance review and formulating a plan it is likely you will need to map...
Monitor And Manage Privacy Data
...the contact or lead in Gold-Vision. It does give you the opportunity to review the data, check the lead or contact are still interested in your products or services or...
Financial Entities
...Financial Entity, the External ID is a unique 3rd party code for integrations. Tip Tip: Financial Entities can be set against Products, Currencies and Price Lists, Accounts, Opportunities and Quotes....
Price Lists
Multiple Price Lists can be used with the Quotation and Product areas. You can view and manage Price Lists in the Settings area. Adding A Price List New Price Lists...
Using the Generic Phone Integration
...from: From most Lists On item Screens From the To Do Close modal Call Record History Gold-Vision records a list of numbers dialled from within the product. Each time you...
Configuring Loqate Address Lookup
Overview The Loqate integration is quick and easy to setup and enables users to search for and validate addresses directly from within the product when creating or editing items. In...
Generic Phone Integration Overview
...automatically keeps records of calls made within the product. This allows users to keep track of phone calls made to specific customers, when they were dialled and how long the...
