Monday, June 4, 2012

GoldMine : Enabling Automatic Followup Activities

I've heard from a salesperson or two over the years that there is truly no "last" thing that happens to a Prospect or Customer. For those of you who have been thinking about instituting a Follow Up policy can do so relatively easily in GoldMine.

You must first enable automatic followups by going to Tools | Options | Schedule.
Select the checkbox labeled "Prompt to schedule a followup activity when completing...".
Ok your way out.

Now, when you go to (for example) to Complete | Unscheduled Call | Incoming Call, you'll notice that the "Schedule a Followup..." checkbox on the lower left is automatically enabled. What this does is open up a Schedule Dialog immediately after the user clicks "Ok" to finish the Completion.

Certainly at that point the new Scheduled activity can be scheduled into the future as is appropriate

No comments: