Automated Processes in GoldMine
Ticomix's CRM division was acquired by W-Systems in July 2017.
Almost anything done in GoldMine can be done automatically through Automated Processes. In this video, see a hands on demonstration and learn how to:
- Create a triggered event that sends an email alert
- Update a field value based on another field selection
- Create a History record and schedule a Call when a specific Detail record is created