About Completing Activities

Use the Complete menu to record any activity you complete, whether scheduled or unscheduled. For example, if a contact calls unexpectedly, make a notation in the history file, even though a call was unscheduled. In this situation, select the type of activity to complete from the Complete menu.

After completing a scheduled activity, the Calendar record is removed and a record is posted to the linked contact’s history file indicating what was accomplished.

Complete a scheduled activity from:

■ The Contact record’s Pending tab

■ An Activity List A list of task or event information displayed in a set of tabs.'s tabs

■ The Complete menu

○ Scheduled Calls

○ Unscheduled Calls

○ Message

○ Next Action The Automated Process action is the activity performed when triggered.

○ Appointment

○ Sale

○ Other Action

○ 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.

○ To-do

○ Correspondence

- Letter/Memo

- Literature Request

- 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.

To Configure the Calendar to Display Completed Activities

1.

Right-click to display the local menu, then select Activities, or click the Select Activities button.

2.

The Select Activities to View dialog box appears.

3.

In the Completed Activities column, select each activity type to display.