Completing Activities
Complete a scheduled or unscheduled activity such as a call, unscheduled calls, message, next action and so on.
Use the following procedure to complete a scheduled activity (such as a call).
| 1. | Access the Complete menu by one of these methods: |
○ Selecting Complete > <an activity> from the toolbar.
○ At the contact's Pending tab, the Activity List
A list of task or event information displayed in a set of tabs., or the Calendar, select the contact record, then right-click on the record and then select Complete.
| 2. | At the Complete Activity for <company> dialog box, at the Scheduled Call area, right-click on the contact record you want. |
| 3. | At the Complete the <an activity> dialog box, select and complete the following: |
○ Contact. The contact record name if the default. If you want to select another user, click the down-arrow and select from the list of users.
○ Activity. Select the type of activity you are completing for this scheduled call, for example Call Back, Call-in, Event Step-by-step instructions contained in an Automated Process, or track, that GoldMine must evaluate to perform a specified series of activities. An event consists of a trigger and an action. An Automated Process consists of a sequence of one or more events., and so on.
○ User. Select the user completing the call.
○ Private. Click this checkbox if the completed activity will be available only to the selected user.
○ Reference. Type in or select the reference.
○ Opportunity Involves a group working as a team with multiple organizations and contacts to successfully close a complex sale./Project Involves a group working as a team to complete a long-term project that involves multiple component tasks.. Select the associated opportunity and/or project in the drop-down list. Click New to create a new opportunity
○ Or Case. If you are selecting a case instead of an opportunity/project, select the case number. Click New to create a new case.
○ Code. Type or select the code from the F2 Lookup Special type of browse window that can be customized to contain frequently used or code-specific entries. Security options can control F2 lookups to ensure user input and allow standardization of data. list. This is the code to categorize the completed calls by.
○ Result. Type or select the result code from the F2 Lookup list. This is a completion code to categorize the outcome of calls by.
You can use result codes to analyze specific completed activities. For example, enter SDM as the result code whenever you send out a demo or sample.
○ Date. Select the completion date by clicking the down-arrow and selecting the date in the F2 graphical calendar.
○ Time. Select the completion time by clicking the down-arrow and selecting the time in the F2 graphical clock.
○ Duration. Type or select the duration of the activity in the F2 Lookup list.
○ Success. Select Successful or Unsuccessful depending on the outcome after the call.
○ Notes. Type any notes about this call in the text area.type or append added notes.
To see the toolbar, click inside the box.
○ Schedule a Follow-up. Select this checkbox and then select the type of follow-up, for example, Call, Appoint. Next Action The Automated Process action is the activity performed when triggered., and so on.
| 4. | Click OK to return to the Complete a Call dialog box. |
To Complete Multiple Activities
When completing activities using Complete > Pending Activities A time-specific or event-based action linked to Contacts; for example: calls, appointments, letters, To Do tasks, or events that are assigned to users., the Complete Activity for contact dialog box appears.
■ Scheduled Activity
Select the activity in the Scheduled Activity list and click OK. The Complete an activity dialog box appears for the selected activity.
■ Unscheduled Activity
Select an activity in the Unscheduled Activity area and click OK. The appropriate Complete an activity dialog box appears based on the selected activity type.
