Sunday, December 13, 2009

GoldMine: Fewer Scheduling Steps

Do you want to cut down on the number of steps needed to schedule an activity?

There are several shortcuts to create an activity in Goldmine. Here's one:

* Lookup the contact for which you would like to schedule an activity.
* Highlight the contact and press F7 to open the calendar.
* Pick a date and click on the Schedule drop-down.
* Select the Activity type.
* The Schedule Activity window opens with the contact filled in.
* Enter remaining info about the activity and click Save.

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