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Articles tagged "quick-campaign" returned 152 results.
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DocuSign Integration Overview
...the DocuSign integration can take care of it. Be more efficient Quickly set up templates with the Gold-Vision DocuSign integration. You can create, manage and send fully-branded PDFs to required...
Managing your Leads
...Leads that have been assigned to you or those you have claimed. You can quickly work through your leads using the forward and back buttons Close modal Or open the...
Correspondence
The Correspondence section in Gold-Vision displays the all emails and notes items for quick visibility of all correspondence for specific Gold-Vision records. To view the Correspondence section on Gold-Vision records...
Mail Tracking & Calendar Troubleshooting
...users that are experiencing problems with mail tracking. A good first port of call for looking into mail tracking issues. Mail Tracking Diagnostics Tool The quickest and easiest overview to...
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...
Capture, Manage & Nurture Exhibition Leads
...Gold-Vision’s Marketing Automation, you may set this up to send an Email every 30 minutes to leads captured. To setup your campaign in advance, create a Campaign from your Lead...
Lead nurture
...set up your Automated Campaign. First, go into your lead list and create a campaign source. As leads are added to the list during the event your campaign source will...
Generic Element
...main Elements list, or the Elements list in your Campaign. Or see when your Generic Element occurs in your Campaign relative to your other Campaign elements using the Timeline view....
How to create a drag & drop template
...select + New, and Drag & Drop. When the design tool has loaded, give your template a name to make it quick and easy to find in your library later...
Home Page
...click on the icon required to quickly create new items. Close modal You can also click on the + icon to create new items Close modal You can also...
