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GoldMine User Group: Using GoldMine for Customer Service

GoldMine User Group: Using GoldMine for Customer Service

In this GoldMine User Group, we showcased how to use GoldMine for customer service and support including:

  • How to use activity and result codes on activity records for basic customer service. 
  • Robust cases functionality for tracking customer issues, complaints and requests. 
  • Providing visibility of customer service information to enhance sales and account management.

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wMobile User Group: User Management in the wMobile Manager Console

In this wMobile User Group, we reviewed common tasks needed when staff changes and configuring user profiles and email accounts.

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wMobile User Group: Creating Filters in wMobile Desktop

Learn how to create filters in wMobile, and how filters can be used for customer review, producing merge letters, and scheduling activities.

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wMobile User Group: Using and Customizing Quick Search Options

Learn how wMobile users can customize their own Quick Search Options in both Phone and Desktop versions.

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GoldMine Showcase: CompanionLink

In this webinar, learn more about CompanionLink for GoldMine, a perfect solution that allows you to synchronize GoldMine contacts, and calendar to Google, Outlook, Phone, and Tablet.

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