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Articles tagged "link" returned 102 results.
Page 8 of 11
Managing data privacy
...with a second email to the contact requesting they update their contact preferences. Close modal When the contact updates their preferences this data will link straight back to their...
Introduction to Projects
...different predefined Stages, Documents, Appointments, Correspondence (Emails and Notes), Photo Gallery, Links and Time. Close modal To facilitate the management of a Project, automated workflows can also be designed for...
Creating Templates & Template Tags
...from any item that is linked to it (e.g. from a Quote, you can output field data from an Opportunity, Contact or Account) Ability to output a table of data...
Lead Scoring
...Connect emails, if a Lead click on a link in a Connect email they receive they will get a Touch Point score, you can then monitor their interest in your...
Outlook Plugin
...also select whether you are prompted when an email is successfully linked from Outlook via the Add-In. Once correctly configured, the button on the Add-In in the ribbon will be...
User Mail Tracking Setup with Basic Authentication
...Service User account. When an email is tracked, an entire copy of the message and attachment is stored in Gold-Vision and linked to the relevant account and contact or other...
Advise the customer that their subscription is due
...Date is less than 1 month Action – Send an Alert via email, select the Object Contact and the relevant template. Close modal You can include links to...
Downloading the Data Import Tool
...the Data Import tool. Download the Data Import Tool Go to Settings (Gear icon) → Lead Management Settings → click the ‘ Data Import Tool’ link to download. This short...
Email Templates For Alerting
...modal Tip Tip: You can add fields from the relevant Gold-Vision item. You can also add a direct link to the Gold-Vision item (this is only accessible by Gold-Vision users)....
GDPR Definitions
...long you’ll keep it, the lawful basis for processing etc. Link – ICO Guidance https://ico.org.uk/for-organisations/resources-and-support/getting-ready-for-the-gdpr-resources/ Gold-Vision Definitions Purpose – Record why, how long you store personal data for and the...
