With a GoldMine Automated Process you can trigger an email to be sent to a record based on a value in a field. The same condition can also schedule an activity, such as a phone call, for a sale rep or other user. So let's say for example, you get...
Month: March 2015
How to Re-enable the GoldMine Plus Add-in for Outlook 2013
Sometimes CRM software add-ins for Outlook become disabled when Outlook is forced to close unexpectedly or if they generate an unexpected error. To re-enable the GoldMine add-in again, please use the following steps: 1) Close all applications 2) Open Outlook 3) Click on the File menu 4) Click on Options...
GoldMine Plus for Microsoft Outlook
GoldMine Plus for Microsoft Outlook
How To Print Your GoldMine Filters
How To Print Your GoldMine Filters
Setting GoldMine Calendar Options and Preferences
Setting GoldMine Calendar Options and Preferences
Overview of the GoldMine Calendar
Overview of the GoldMine Calendar
The Document Management Center
Creating and Editing Word Templates
Creating and Editing Word Templates
Launching and Exiting GoldMine
Logging In/Launching and Existing GoldMine
GoldMine Plus for Microsoft Outlook
GoldMine Plus for Microsoft Outlook