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...
Day: March 30, 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...