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GoldMine CRM

GoldMine : Automatically Scheduling Followups

By June 29, 2018No Comments

This is one of the most useful features in GoldMine, and so easy to use.  In the Complete a… window (that is, anytime you’re completing history) there is a checkbox at the bottom which is labeled “Schedule a Followup”. Simply check this box to automatically open the scheduling window when the history is complete. That’s it! Just that easy. Try it, and have fun!

Justin Hill

Author Justin Hill

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