Saturday, September 26, 2009

GoldMine: Quick Scheduling

A client recently asked: It seems like a lot of steps to create an activity in Goldmine. Is there a quicker way?

There are several shortcuts to create an activity in Goldmine. My favorite method is below:

* Look up the contact that you would like to schedule
* Highlight the contact > Press F7 to open the calendar
* Pick a date > Click the Schedule drop-down > pick Activity type
* The Schedule Activity window opens with the contact filled in

Enter the remaining information about the activity and click Save. You're done.

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