Support (800) 775-8378 Contact Us

    Automated Processes in GoldMine

    By Bob Francis • July 6th, 2017
    Audiences: Developers, Administrators

    Ticomix's CRM division was acquired by UpCurve Cloud 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
    More From This Author
    Bob Francis
    Application Specialist at UpCurve Cloud