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Articles tagged "contact" returned 195 results.
Page 9 of 20
Configuring Loqate Email Validation
...how many requests can be sent daily. Screen Design Options For Contacts, in Settings / Screen Designer / Contact locate your email field or fields that you wish to use...
General
Use General Settings to make changes to your Language, Date and Currency Format options. Close modal Contact Preferences The ‘show all brands on contact preferences’ option controls whether all brands...
Configuring the Microsoft Outlook Integration
Close modal Overview Gold-Vision allows integration with your Microsoft Outlook mailbox, this enables you to: Automatically link Outlook emails to associated CRM records including Account, Contacts and Activities. Enable Calendar...
Product News
...contact with a Lead, Prospect or Customer. February 2024 Engagement scoring is a great way to determine when the Sales team or Account Manager should get in contact with a...
Report, Calendar, Map and Flows view
...View is the most popular view in the system and this will display a list of all the items e.g. list of all Contacts in the system Calendar View Lists...
Creating Activities & Reminders
...to record tasks that relate to a specific Contact, Opportunity, Project, or Campaign. Create Activities from New Menu Go to New Menu than select the type of activity you want...
Configuring Sites
...field will automatically be added to the Account Primary and Billing address and Contact address above the First line of the address: Close modal Close modal Info Please note the...
Campaign stage types
...modal Info You need to be a Connect user to be able to use this feature. Contact your account manager to find out more Outlook To run an Outlook email...
Using Touch Points
Import Touch Points When a touch point is imported, Gold-Vision will see if the data matches any existing Account, Contact or Lead records. Info The touch point screen will be...
How Can I Use Profiles?
...profiles are… Multiple profiles can be created against an Account and Contact. Profiles make it easy for you keep records up to date. Expiry dates can tigger alerts to remind...
