Perhaps the most under-utilized feature set in the GoldMine toolkit. You'll learn how to automate repetitive tasks by setting up a series of predefined actions. The steps can be performed based on time intervals, as the result of scheduled or completed activities or as the result of changes in data fields. Automated Processes can:

• Administrate and track duties
• Generate direct mail
• Validate data
• Schedule and perform sales follow-up activities
• and more.

You'll learn how to design and implement Automated Processes.

Imagine a form on your website. When data is submitted through the form, GoldMine processes the information, creates a new contact record and maps the form data to the appropriate fields (including User-defined fields and Details). Follow-up activities can be triggered from the form as well, like e-mailing requested information.

You'll learn how to create these powerful forms for your website. Get an added level of return from your web forms.