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Articles tagged "opt-in" returned 185 results.
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Campaign Settings
...to Teams or Users, Folders or Tags. Close modal Info Visit General Navigation for information on how to use the Search, Folder and Tag options on this list. Info See...
Search, Sort & View
...Use the Sort options to filter items in the required order, by Name, Created by or Created or Updated Date. You can then choose Ascending or Descending order. Close modal...
Email Automation
...Bounced email. These scores pass back into the CRM into the Engagement Scores section against Contacts and Accounts. Info Read more about Engagement Scores in Gold-Vision CRM. There are two...
Rows (Columns)
To add columns to your mailer, click on the Rows option on the righthand side. From this view you will be able to pick a pre-formatted column template by setting...
Re-Ordering, Duplicating and Delete
...on the block or row you want to duplicate. In the bottom right hand corner of the content or row, there is the option to Duplicate. Close modal When you...
Using the Xero Integration
...manage Quotes in Gold-Vision. Close modal Info You may need to refresh the page before it appears. Live product picker There are 2 options on how to add Live Products...
Creating a Quote
...use the New Icon and select Quote Close modal Quote Details Include in Opportunity Use this tick box to ensure the quote is included in the total of the opportunity....
Viewing & Editing Lists
...Users can inline edit records data in the list view. Inline Edit is available in any list and sub lists view Info Please note that you can only in line...
Address Lookup
What is Address Lookup Address verification from Loqate is the most reliable way to capture accurate address data and ensure data quality in your systems. Increase business efficiency, reduce the...
Using Account records
...select multiple items from a list to link. For instance you may have multiple Group Companies that you would like to Link to a Parent Account. Close modal Info Links...
