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Articles tagged "contact_sync" returned 207 results.
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Automatic Email to confirm a call has been logged
...modal Step 2 Create the On-Save Alert for a Contact Activity. Conditions: when the item (Contact activity) is created. Action: Email the Contact, select the relevant Template. Close modal Tip...
Preparing your Lead Data
The Gold-Vision Lead Management facility can be used to import a wide variety of different List formats. For example, you might have a list with just Company name, Contact name...
Emails Overview
...option allows you to immediately send or schedule an Email without Marketing Automation. The Automated Email option is used for Marketing Automation, such as when a contact is added to...
Review invalid recipients
When viewing a campaign source, if certain Contact fields are not completed, then affected recipients will show as Invalid for that particular field. This can be due to a missing...
Critical Fields
...site Contacts -First name and Business site Project activities – Project summary Opportunity activities – Opportunity summary Contact activities – Contact Quotes – Opportunity summary Appointments -Primary site Do Critical...
Configuring Engagement Scores
Adding Engagement Columns to your default List View Your administrator will be able to add Engagements History & Trend columns to the default list view on your Account, Contact &...
Adding & Viewing Engagement Scores
...– LinkedIn in Invite = OneUp LinkedIn Connection = TwoUp Viewing Engagement Scores In the Account, Contact & Lead list view you can view: – Engagement History shows a trend...
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...
Create a ‘Cherry Picked’ source
...Contacts or Accounts to the source from either the Action menu on the Campaign Source: Close modal Or by clicking on the Add Accounts or Add Contact options in the...
Preparing your data
...1, Address 2, Address 3. Spilt Contact Names If First and last names have been stored together they should be in two columns Firstname and lastname. You can do this...
