Benefits of Using Activities

■ Track pending activities. List activities that need to be performed. Control the scope of these listings; they can be daily, weekly, or monthly. View activities pending for a contact or view only those calls that must be made on a specific day. Also view pending activities of other users.

■ Set up reminders. Remind yourself about important activities. Alarms can be set for activities GoldMine supports.

■ Record an electronic paper trail. When activities are completed, GoldMine maintains a record of what was done, when it was done, and by whom—providing powerful information for subsequent follow-up with contacts.

■ Schedule meetings. When your activities are scheduled in GoldMine, other GoldMine users can determine the times you are available for meetings, conference calls, or appointments.

■ Delegate. Use the Calendar to assign scheduled activities to others and track their progress.

■ Link activities with your contacts. Create linked activities and unlinked activities. Linked activities Scheduled activities linked to a contact record. associate with a contact record. By default, created activities link to the active contact record. GoldMine updates the information on a linked contact record to show the progress of these activities. When scheduling an activity not linked to a contact, clear the Link to selected contact option to remove the active contact’s name from the Contact field.

Unlinked activities Scheduled activities that are linked to a user but not to a contact. are not connected to any contact and are generally used for incidental events. We recommend use of unlinked activities be limited, since many of GoldMine’s features will not operate when the activity is not linked to a contact record.