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Articles tagged "time" returned 120 results.
Page 8 of 12
Creating & Using Notes
...immediate alert to another user(s) Set Reminder – select a date and time Gold-Vision should send you a reminder of this note. Phone Note – An icon of a phone...
Using Bulk Replace
...wish to replace and what you want to replace it with. Close modal then click Confirm Info Users can only bulk replace 50 items at a time using Multi Select...
Copy/delete a campaign stage
Copy Campaign Stage Copying a Campaign Stage is great if you want to save yourself some time and get more accurate insights on month by month stats for things like...
Connect reporting
The Reporting tab on a Connect mail shot shows graphical information regarding the tracking data as well as detailed information regarding click-thrus, read dates and times. Close modal This data...
Touch point automation
...point Score of 50, for example, add them to your nurture Campaign Source. This ensures you are delivering relevant messages to specific targets at the right time As part of...
Touch Points introduction
...that makes sense for your business. If you take the time to plan your configuration carefully then touch points will be able to identify hot prospects and enable you to...
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 A Gauge Chart
...Time object. Close modal Tip We recommend that users state the actual target value in the chart’s summary e.g. Sales this month – to target £100,000 Gauge Chart Details the...
Creating A Target Chart
...Enter a name and select the time period that your Target has been created for, this will display a list of the Targets available. This is an example of a...
Configure your Lead Screens
When a list is imported a new, default screen layout is generated each time. Note – Each imported list has its own associated screen design, which will be used whenever...
