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| Contact Management |
Users can access all
contact information contained on a GoldMine
contact record including information in
customized GoldMine fields.
Users can add and edit contact information
with updates instantly available on the live
GoldMine database. |
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| Flexible Contact
Search |
Users can search for
companies and contacts using any portion of
the company or contact name.
Searches can be limited by city and state to
reduce the number of results from large
databases. |
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| Flexible Calendar
Management |
Users can easily review
todays or any days calls or appointments.
Users can schedule new activities and manage
these activities either in wMobile or in
their full GoldMine client. |
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| Activity / Call
Reporting |
Users can complete
activities in the field and enter full
detail including notes about the completed
activity.
Activities completed in wMobile are
instantly available for managers and other
users to review.
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| Sales Forecast
Management |
Users can enter and manage
sales forecasts in wMobile. Forecasts
entered in wMobile are accessible to any
sales forecast reports and analysis perfomed
in GoldMine.
wMobile supports all of GoldMine sales
forecasting functionality.
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| Order Entry |
User can enter and submit
orders in the field using wMobile. Users can
specify multiple line items per order with
product, qty, price and order type. Each
line item may contain special instructions.
Orders are visible in a customer tab in
GoldMine for review and processing.
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