What do you do in GoldMine when someone leaves your organisation?

So a salesperson leaves, what can you do in GoldMine to tidy things up and reallocate customers to somebody else?  Well, there some easy procedures available in GoldMine to help you.  Join us this Thursday 7th March at 2pm UK time on a free webinar, where we will give an overview of the options.  We will also give you an update on the latest GoldMine product news.

Please register now to attend

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Can't attend?  Register anyway and we will send you a link to the recording after the webinar ends.

 


GoldMine User Voice - Have your say in Product Development

Fancy a say in what goes into future GoldMine versions?  Introducing 'GoldMine User Voice' and a simple to use site maintained by the authors to allow the GoldMine Community to post ideas and vote on ideas from other posters.  Access to GoldMine User Voice is by invitation only.  Please contact Wizard Systems for details if you are a GoldMine User or GoldMine CRM Administrator.

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Our next 101 session for GoldMine - Using Universal Search

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Never get that lost feeling in GoldMine by using the Universal Search feature.  This is a powerful search facility included with GoldMine which will find anything, wherever it is in the system.  See it demonstrated live by attending our next GoldMine 101 session, Friday 22nd Feb at 10am UK time.  These 101 sessions are aimed at users of GoldMine CRM and aim to ensure you are kept abreast of all the capabilities of the system.  There is no charge to attend, but you must register first.  Plus we will be giving an update on any GoldMine product news.

 

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IntelliClick version 9.8.6 just released for GoldMine

This latest IntelliClick release introduces the ability to Create Dynamic Campaign Names. Now you can include data from GoldMine, appended to the campaign name, to track by that dynamic value. Examples of how this could be used include passing data from a field where you store sales rep, industry or other values and then view results based upon that field value. Results can be readily viewed in both the IntelliClick dashboards and reports. This feature is included with the PLUS or Premium subscription.

IMPORTANT NOTICE REGARDING GOLDMINE VERSION 2018.2.0.xxx RELEASE
The update release of GoldMine 2018.2.0.xxxx introduces several security features. As a result, it may be necessary for you to adjust settings in both the IntelliClick Listener & IntelliSend modules.  Contact Wizard Systems for details.

 

 

 


Latest FREE Webinar for GoldMine Users - Managing Duplicate Records - Wednesday 7th at 10am

Our next free GoldMine Webinar is this Wednesday 7th November at 10am UK time (GMT) and fill feature the Merge Purge Wizard in GoldMine to manage duplicate Contact Records.  If you suffer from duplicate records or maybe you don't even know if you have them, this could be the session for you!

Free to attend, but please register ASAP and not just before the call.

image from wizard-systems.typepad.com

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