| Getting the most out of Goldmine.. | |
Posted: Wed Oct 24, 2012 5:56 am |
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sphinxy123 |
n00b |
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Joined: 24 Oct 2012 |
Posts: 2 |
Location: United Kingdom |
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Hi all,
First time poster and I am looking for ideas, I hope this is the correct place to post!
I work in a large company who use GM to store customers / prospects and them book appointments against them etc. but what I would like to know is, apart from reporting and using the calendars and email integration etc is there something else I can possibly add to get the most out of GM?
I understand this is a very open question but literally any ideas are good ones here. I am also interested in what kind of fields you currently use to store information such as customer information and what kind of equipment they use in the business etc etc.
As I said any ideas are good ones.
Thanks. |
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Posted: Wed Oct 24, 2012 9:01 am |
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TPorter2 |
Awesome Administrator |
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Joined: 30 Jun 2006 |
Posts: 334 |
Location: Addison, TX |
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Which version of Goldmine? |
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Posted: Wed Oct 24, 2012 10:11 am |
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sphinxy123 |
n00b |
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Joined: 24 Oct 2012 |
Posts: 2 |
Location: United Kingdom |
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Posted: Thu Oct 25, 2012 4:30 am |
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ronanc |
GoldMine Veteran |
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Joined: 10 Sep 2007 |
Posts: 723 |
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Your best bet would be to get into touch with your local partner who can then review your company and your specific needs and then advise on how best to make GoldMine work for you. Even a couple of hours on site/remotely with a partner would prove well worth the cost. |
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Posted: Thu Oct 25, 2012 5:10 am |
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bgannett |
GoldMine Guru |
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Joined: 07 Sep 2007 |
Posts: 1820 |
Location: Pacific NorthWest |
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In GoldMine go to Help > About and tell us the full version of GM (all the numbers please). Please tell us where you are located (country). There are a lot of good deals available right now. I agree with Ronan that you should contact a Partner and work out the best possible deal.
By the way, Welcome to this forum. |
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