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Articles tagged "follow-up_rule" returned 139 results.
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Preparing your Lead Data
...use (for example) a Data Cleansing Agency to update your Lead data, you need to add an extra column to your CSV file called Control Column. See Updating an Import...
Preparing your data
The key to a successful data import is the preparation of your data. Following these steps will help ensure there are fewer errors in the files which are returned to...
Configuring the Eventbrite Integration
...To authenticate with Gold-Vision an Eventbrite account is required. Sign up for free here. Go to Settings then select Social Authentication Close modal Add new Social Authentication for Eventbrite: Close...
Managing your Exchequer Integration
Once you have your integration in place you can manage the integration as follows: Edit Mappings You can manage field mappings between Gold-Vision and Exchequer from settings and Integration Mappings...
Using Office 365 Contact Synchronization
Close modal Using Office 365 Contact Sync Your Gold-Vision Administrator will need to follow the instructions to Enabling the 365 synchronisation before you can use this functionality. To use the...
Office 365 Contact Sync Integration Overview
...up the Office 365 Contact Sync Integration If you are interested in setting up an Office 365 Contact Sync please follow the instructions on the Enabling 365 Contact Synchronization page....
Xero Integration Overview
...sites and even create Xero sales orders for you based on your Gold-Vision Quote. Setting up the Xero Integration To begin the setup your will need a Xero account, if...
Assigning Leads
...User or a Team then click Re-assign Close modal Bulk Re-assign Leads A team leader or List Owner may want to assign leads by bulk following either an import or...
Manage your Sales Team Introduction
...a series of activities for correct team members with defined due dates and follow up on the creation of new opportunities Click here to find out more. Close modal...
Managing Opportunities
...next actions e.g. follow-up phone calls. How to Create Appointments Once an opportunity has been created, appointments can be created How to Create Quotes Further Opportunity Actions Close modal Add...
