Automated Processes in GoldMine

by Bob Francis on July 6, 2017

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

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PRODUCT: GoldMine CRM

AUDIENCES: Developers Administrators

Bob Francis
Application Specialist at W-Systems
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