Scheduling and Completing Activities

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. are time-specific or event-based actions linked to contacts (calls, appointments, letters) or other types of activities (To Do tasks or events assigned to users). GoldMine is designed to link contacts with scheduled activities which lets you schedule the activity on your calendar and on the contact's Pending tab. When you complete the activity, it is moved to the contact's History tab Lists completed activities associated with the Contact Record., creating a record of communication and activity.

NOTE: Any un-timed (no start/finish time) activities in GoldMine are not synchronized to the current time in Outlook when using the GoldMine Plus! for Microsoft Word add-in (see Outlook Integration).