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Advanced GoldMine® 6.X and Sales & Marketing
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Course Overview
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| Our Advanced GoldMine course is designed to bring users to the next level of
contact management. Although this class builds on some of the skills learned in
the introductory class, it also presents new concepts such as advanced filters
& groups, data analysis, and opportunity management. |
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| This course is designed for the user that is already familiar with GoldMine,
but needs to take their knowledge to the next level.
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| Whether you are a business professional, systems administrator or
administrative assistant, if you want to get the maximum out of your GoldMine
data and your time, this class is for you.
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Course Contents
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| This course provides all of the advanced skills needed to efficiently use the
GoldMine contact management database including: |
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Introduction
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Using the Guide
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Course Objectives
Editing Contacts
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Using Contact Files
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Referrals
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Review
Advanced Filters
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Expressions
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Creating a Complex Filter
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Editing Filters
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Drill Down
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Filter Limits
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Review
Groups
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Using Groups
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Adding A Member
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Sorting a Group
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Using a Filter to Add Members
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Creating Groups
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Creating A Group from a Filter
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Creating a Group Based on Activities
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Creating a Group from a SQL Query
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Review
Scheduling
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Scheduling To-Do Actions
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Scheduling Recurring Activities
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Editing Recurring Activities
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Checking the Activities of Multiple Users
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Displaying Multiple Users on the Calendar
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Using the Planner and Pegboard
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Scheduling and Event
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Tracking Other Users' Activity
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Scheduling and Activity for Multiple Contacts
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Review
Correspondence
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Dynamic Data Exchange
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The Word Link
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Creating a Letter Template in Word
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Merging to a Group of Contacts
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Merging to Selected Additional Contacts
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Copying Contact Details
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Review
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Literature Fulfillment
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Scheduling a Literature Request
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Fulfilling a Literature Request
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Adding A Listing to the Literature List
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Review
Messaging
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Sending a Phone Message
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Receiving a Phone Message
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Sending a GoldMine E-Mail Message
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Receiving a GoldMine E-Mail Message
Advanced E-Mail
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E-Mail Options
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E-Mail Rules
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E-Mail Template
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Cloning An E-Mail Template
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Merging E-Mail
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Review
Using Reports
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Cloning a Report
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Report Basics
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Modifying a Text Field
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Break Fields
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Dialog Fields
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Leads Analysis
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System Reports
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Review
Customizing GoldMine
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Expanding Detail Records
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Setting Up Detail Tabs and Field Labels
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Custom Screens
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Defining and Placing Fields
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Editing in Your Custom Screen
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Review
Opportunity/Project Management
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Opportunity/Project Management
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Creating a New Opportunity
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Players and Tasks
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Creating an Opportunity Template
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Selecting an Opportunity Template
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The Project Manger
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Key Benefits
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This course will enable you to:
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Use groups effectively within your database
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Use complex filters to target specific segments of your database
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Use forecasting to analyze sales information
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Use data analysis tools for business intelligence
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Take advantage of GoldMine's advanced features to increase efficiency and
output
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To view our training schedule click here
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