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Articles tagged "campaign" returned 117 results.

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Using Account records

...Categories can be recorded against: Contacts, Activities, Appointment, Opportunities, Quotes, Profiles, Projects, Events, Campaigns and Emails. To find out more about using categories visit the Categorise Your Data page.  ...

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...

Item Reports

...Appointment Summary Activities N/A Opportunities Activities Gantt Chart, Opportunity Overview Quotes N/A Profiles N/A Projects Activities Gantt Chart, Project Overview Campaigns N/A Events Events Overview, Sessions Booking Planner Tip Tip:...

Category Management

...searching and can also be used for reporting and for inclusion in Campaigns. Adding A Category New Categories can be set up in the Category Management area. Close modal Once...

Filtering Sublists

...navigating around Gold-Vision using the Opportunity as an example. Close modal This is also very helpful when reviewing particular dates as seen above with the Campaign Sublist against a Contact....

Lead Management Settings

...modal Info Checking Invalidate Lead emails already in Gold-Vision will flag any Leads as duplicate if the are also in Gold-Vision. This makes them invalid when added to a Campaign...

Lead Scoring

...your leads Add to a Lead Nurture Campaign Re-assign to a Sales Person or promote the Lead in to Gold-Vision. Or using Marketing Automation, alert the Lead owner when a...

GDPR Definitions

...been provided. This can be triggered by a Rule applied individually or to a Campaign Stage. Personal Data – GDPR applies to ‘personal data’ meaning any information relating to an...

Using the Eventbrite Integration

...under the new Account No: Only this Contact will be put under the new Account. Extra Gold-Vision Event Functionality Creating Activities against Events Exporting Lists to create Badges Create Campaigns...

Using your Sage 50 Integration

...for the purpose of generating sales reports sourced from Sage 50 data. Review purchase history for a customer when they make an enquiry. Create a new campaign based on transaction...