With a GoldMine Automated Process you can trigger an email to be sent to a record based on a value in a field. The same condition can also schedule an activity, such as a phone call, for a sale rep or other user.
So let’s say for example, you get a new lead and before you start marketing to them you want an individual in your organization to “qualify” the lead to make sure it is valid. After they do, let’s also say that they change a field on the record in GoldMine from “Lead” to “Prospect,” and assign a sales rep to the record. A GoldMine Automated Process can recognize those changes and automatically send an email to the prospect as well as schedule a sales follow-up call for the assigned sales rep.
Automated Processes in GoldMine offer many other capabilities. If you’d like to learn more, First Direct Corp. can help you! Visit our web site and check out these two classes:
Using GoldMine Automation to Save Time
GoldMine Automated Processes Workshop
Or call us at (800) -935-4386 to tell us your needs.