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Articles tagged "quick-campaign" returned 152 results.
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Tasks Overview
...Brands, Assets (Images), Templates, Landing Pages, Campaigns, Social posts and more. A task can be linked to a Campaign, Email, Generic, Landing Page or it can be a standalone task....
The Home Page
...the right hand side. Close modal The icons allow you to go straight to the following options: Edit Due Date Add Note Log Time/Units Complete Pop Out Tip Quickly access...
The New Gold-Vision Home Page
...they will still be available under your main Home Page banner. Close modal Activities View your Overdue and current activities due and quickly amend them Close modal Appointments View your...
Role Management
...to quickly assign multi-level access to a Contact rather than having to assign each individual role to those users. You are able to assign as many roles and groups as...
Loqate Email Validation Integration Overview
...your email addresses in advance in Gold-Vision before ever sending your campaign. The Email Validation can be used to verify email addresses against both Contacts and Leads you can choose...
Configuring Loqate Email Validation
...your email addresses in advance in Gold-Vision before ever sending your campaign. The Email Validation can be used to verify email addresses against both Contacts and Leads you can choose...
Introduction to Time
...which can be screen designed into any of the relevant objects. The “Copy to Clipboard” feature available via List Stats allows you to quickly and easily create a Summary report...
Creating A Lead
...Tip Tip: To help you quickly add Leads to a specific list you may want to Pin your Lead List to a specific menu you have created. Create Leads from...
Manage your monthly sales meetings
...Meetings Dashboards In the meeting click through to segments of a chart or click on individual items on a list and update records as you go along. Quickly view your...
Creating Accounts & Contacts
Create A New Account An Account is the central record for managing all company information, whether they’re customers, prospects, partners or suppliers. New Accounts can quickly be created by using...
