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To remove activities from the Pending tab, they must be completed. The completed activity will then move to
Why Do This: the History tab.
Notes: 1. Right-click the activity on the Pending tab,
Calendar or Activity list, then select Complete.
• Completing
moves the
activity from the
Pending tab and
a record is
posted on the
History tab.
• Complete any
pending activity
from the 2. Select a Reference
Pending tab, the
Activity list, or
the Calendar.
Right-click any
activity and
choose
Complete from
the local menu.
4. Write conversation notes here.
• Don’t have a
pending activity?
3. Designate here
Go directly to whether or not you
the Complete were able to get in
Menu at the of 5. Check this box to touch with the
the GoldMine schedule a follow-up call, contact. If they were
action, etc. then click OK. unavailable, or out to
Window. lunch for instance,
this would be an
unsuccessful contact