Tuesday, December 29, 2009

GoldMine: Schedule Contacts Not in GoldMine

Have you ever had the need to schedule an activity for someone that you have on the phone that is not a GoldMine contact?

This is easy. Schedule the activity first and then add the contact. See below:

* Select Schedule > Appointment.
* Fill in all the details and set the alarm.
* Click on the button to the right of the 'Contact' field.
* From the options, select 'Create a new contact'.
* This will open a New Company and Contact dialog box.
* Fill out the contact information and select OK.

A new contact is now automatically created in GoldMine along with the activity scheduled for that contact.


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