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How to send an email with Connect
...are complete, it’s time to complete the tabs along the top of the mail shot to prepare for sending. Design tab As well as giving you access to make final...
Automated Connect campaign
...tab will prepare your mail shot to run – once started, you will then able to select the mail shot template from within Gold-Vision. Close modal Next, go into Gold-Vision,...
Managing Activities
...with an Account customer, to define a new action following the first Activity, perhaps to prepare a Quote or set up a demonstration. New Opportunity More on how to create...
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...