QuoteWerks - Creating or Updating a Follow-Up Call in GoldMine

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November 22, 2024

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Navigation: QuoteWerks Help > CHAPTER 9: Contact Management Integration > GoldMine Integration > Writing Information Back to GoldMine

Creating or Updating a Follow-Up Call in GoldMine

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When you save a quote, QuoteWerks offers to schedule a follow-up call for you in GoldMine. By scheduling follow-up calls, you increase your chances of closing the sale! The follow-up call will be listed under the Pending tab in GoldMine.

If you already have a callback scheduled for this quote, QuoteWerks will display it so you can modify it.

Note:

Advanced users can use the Settings Manager to create or set the following defaults per each user::

UserSettings\UserConfig\CallBackDate={+14}

UserSettings\UserConfig\CallBackActivityCode=QTE

The {+14} code is to schedule the date for today’s date +14 days from now.

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