Did You Know visual

The Forward To A Friend Call To Action in IntelliClick takes advantage of the native web import form of GoldMine CRM.   

This means that a brand new contact record in your GoldMine database will be created automatically with your new prospect. Also, your referral source will automatically be logged to the prospect record in GoldMine.

You can then set an AP (Automated Process) to send an IntelliClick tracked “Welcome Email” to your new prospect and schedule an alarmed phone call to the assigned sales rep.

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