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Articles tagged "mail" returned 177 results.
Page 9 of 18
Managing your Leads
...Working on Leads Close modal Email – if there is an email address you can click to email. Please note emails to Leads are not tracked in Gold-Vision. Call –...
Using stock templates in Connect
Accessing Connect To access Connect, click on the grid icon in Gold-Vision and select Connect: Close modal How to use stock templates Connect comes pre-loaded with a number of email...
Import types
...fields in either object Account name or reference (plus postcode if required) + contact names or email address. If not all rows have contact data, use a separate account and...
Using DocuSign Integration
...by email when the document has been signed. Tip Tip: If the document is sent to multiple contacts Complete in order tick box will ensure the document is signed in...
Import Contacts from Office 365 into Gold-Vision
...want to either match on the Company name, Business Address or Email domain to narrow your search. Contacts without matches For these contacts you have the option to either add...
Event Marketing
Events can be used to create your Marketing Campaigns seamlessly once you have captured your Attendee data. You may want to email invitations or joining details to people who have...
Getting Started
...example, the ability to click on an email address to open Outlook to send an email or, if you have our phone integration, the ability to click on a number...
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...
Automations
...Ellipsis icon to Delete an element. Close modal Or, click on the ellipsis icon of any Email element to add a Follow up email. Info See Follow up Email...
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...
