Search Results
Articles tagged "email" returned 194 results.
Page 9 of 20
Enable Portal Access
...enable access in bulk please visit Bulk Role Assignment Access the Portal Once the contact record has been saved, the contact will receive an email to set their password. The...
User Management
To invite a new user to Gold-Vision Marketing, click on the ‘+ Invite a User’ button on the top right. Close modal Enter the Users Name, Email and select what...
Tags
Tags are words or key phrases that you can optionally assign when creating new Campaigns, Emails, Generic Emails and Landing Pages to help you find your items. Creating a new...
Folders
Folders can be added to Campaigns, Emails and Landing Pages to organise and easily find items. Folders are optional and can be set when creating templates, new emails, landing pages,...
Automation Overview
Info Email reacts to data changes. This button controls how the email behaves for send based on whether the data source that you have used for your recipients...
Setting up a service account for Office 365 & Exchange
Please note: For information on configuring with Modern Authentication, please click here. Introduction Gold-Vision automatically tracks email (and synchronises Tasks, Appointments and Contacts from MS Exchange) by using a service...
Configuring Gmail Mail Tracking with Basic Authentication
Overview Please note: For information on configuring Gmail Mail Tracking with Modern Authentication, please click here. Centralise your emails and appointments and keep your CRM up to date without having...
Using Account records
...clicking Note icon. Click here to find out more about Creating & Using Notes. Close modal Tip Tip: Notes can be broadcast via email or alerts to other users. Add...
Apache Log4j
Log4j is an open-source Java logging library developed by the Apache Foundation. It is widely used in many applications and is present in many services as a dependency. Gold-Vision...
Managing Opportunities
...Member to an Opportunity Different Members can be added to opportunity records alongside their roles and relationships Email from an Opportunity Use this option if you would like to email...
