Rolling over activities is another example of the ‘Speed and Ease’ with which GoldMine CRM increases your daily productivity.

This video shows GoldMine Premium Edition Users and Prospects how quick and easy it is to:

  • Re-assign activities from one User to another.  Ideal if a user leaves or has too many activities to complete in the required time frame.
  • Push activities forward a number of days. Ideal if a user goes on holidays or is away sick.All of this can be completed with no Workflows or other configurations.  Just a simple right mouse click!