Simple. Powerful.
What could be better? GoldMine’s scheduling and calendaring capabilities help keep you organized for appointments, calls, and, in general, what you need to be doing.
Whenever you complete an activity, whether it be a phone call, an appointment, or a next action GoldMine gives you the option to schedule a follow up activity.
You visit a client or prospect, come back to the office, and complete the activity. Great! You’ve marked it as done. You’ve automatically moved the activity to the History tab. You’ve helped build the ‘Corporate Memory’ of all interactions with that particular contact. As you’re completing, why not:
- Schedule yourself a reminder to call them back in two weeks, or
- Schedule a next action to create a quote or proposal for them, or
- Schedule a forecasted sale on business you discussed?
Below is a screen shot of the standard completion window. Notice, in the lower left, the check box for “Schedule a Follow-Up”.
Check that box then select the type of activity to schedule from the drop down tot he right. After clicking OK you’ll automatically be taken to the standard schedule an activity window.
If you’d like to ‘Carry Over’ the reference and notes from the completed activity to the activity you’re scheduling that can be done via Tools | Options then the Schedule tab. You can even have the “Schedule a Follow-up” checked automatically with the “Prompt to schedule a follow-up…” option checked.
Loading ...
{ 1 comment }
Actually there’s a setting you can put in your ini file that will automatically check that box every time. I’ve done this with myself and most of my clients, since let’s face it, you usually have to follow up on a person more often than not, so in the not so often instance that you don’t need that checked, you can clear it.
Comments on this entry are closed.