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Processes
Automated Processes are aimed at automating routine
tasks performed by GoldMine users. Tasks such as scheduling
activities, printing letters, sending e-mails and adding
data to a record can all be performed via an automated
process.
Automated Processes allow you to set up a series of
predefined actions to be performed on any group of contacts
in the GoldMine database, automating routine tasks.
Several of the actions, or events , can be linked together
to form a track.
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Automated Processes WorkShop
How to Build Automated Processes
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Automated Processes can be triggered by a GoldMine user, by another Automated Process or via GoldMine's Web Import feature.
What Actions Can Automated Processes Perform?
- Print a letter
- Send an email
- Schedule an Activity
- Record a History
- Add a Detail
- Add Record to a Group
- Update a Field
- Branch to an "Event"
- Run a Report
- Run an Application
- Add a New "Track"
- Remove the Active "Track"
First Direct Corp offers GoldMine training and assitance
with Automated Processes. If you would like to speak
to a representative about your specific needs please
call or fill out the following form.
RELATED ARTICLES:
- Tap Into the Fortune Teller In You.pdf
- The Power of Repitition.pdf
- First Direct Corp.’s “Marketing Machine” Drives Company to Top One Percent Among FrontRange Partners
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SEE ALSO:
GoldMine Web Import
Auto Data Entry (Lookup.ini)
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