Monday, August 26, 2013

GoldMine : Scheduling Against Multiple Contacts

Did you know that you can schedule the same meeting for multiple contacts using GoldMine? You can schedule multiple contacts from the calendar in the same scheduling window.

Here's how:
1. Open the GoldMine Calendar and click Schedule Appointment
2. Click the icon next to the Contact shown
3. Click New > Add. Select contacts to add
4. Click Schedule and multiple contacts appear on the Calendar

To complete the appointment:

1. Open the Calendar, right click and select Complete
2. Enter any information and click Complete All Activities

The activity is completed for all contacts scheduled.

1 comment:

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