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Search for "quick-campaign" returned 164 results.
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Undelete Records
Records which have been deleted can be undeleted in the Data Management area of the Settings area Close modal Info Campaigns and Leads can not be undeleted....
Using Account records
...Categories can be recorded against: Contacts, Activities, Appointment, Opportunities, Quotes, Profiles, Projects, Events, Campaigns and Emails. To find out more about using categories visit the Categorise Your Data page. ...
Touch point automation
...point Score of 50, for example, add them to your nurture Campaign Source. This ensures you are delivering relevant messages to specific targets at the right time As part of...
Item Reports
...Appointment Summary Activities N/A Opportunities Activities Gantt Chart, Opportunity Overview Quotes N/A Profiles N/A Projects Activities Gantt Chart, Project Overview Campaigns N/A Events Events Overview, Sessions Booking Planner Tip Tip:...
Category Management
...searching and can also be used for reporting and for inclusion in Campaigns. Adding A Category New Categories can be set up in the Category Management area. Close modal Once...
Lead Management Settings
...modal Info Checking Invalidate Lead emails already in Gold-Vision will flag any Leads as duplicate if the are also in Gold-Vision. This makes them invalid when added to a Campaign...
Lead Scoring
...your leads Add to a Lead Nurture Campaign Re-assign to a Sales Person or promote the Lead in to Gold-Vision. Or using Marketing Automation, alert the Lead owner when a...
GDPR Definitions
...been provided. This can be triggered by a Rule applied individually or to a Campaign Stage. Personal Data – GDPR applies to ‘personal data’ meaning any information relating to an...
Using the Eventbrite Integration
...under the new Account No: Only this Contact will be put under the new Account. Extra Gold-Vision Event Functionality Creating Activities against Events Exporting Lists to create Badges Create Campaigns...
Microsoft Dynamics NAV Integration Overview
...would typically be used to manage prospect and customer relationships, track sales and run marketing campaigns, whilst an ERP tool would help manage customer orders, billing, shipping, and the storing...
