GoldMine Beginner |
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Introduction to GoldMine® 6.X, 7.X, and Sales & Marketing |
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Course Overview |
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| Our Introduction to GoldMine course can help you keep up with the demands of
today's information age by providing you with key information about your
business contacts. GoldMine enables you to easily create and manage new
contacts, enter supplemental information about those contacts, schedule
activities, create and send correspondence and even review reports all with
relative ease. |
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| Through GoldMine's encompassing scheduling feature, you will learn how to
schedule calls, meetings and other activities electronically. You will also
learn how to view your own activities as well as the activities of others in
your office, so that everyone knows what needs to be accomplished and when. You
will become familiar with GoldMine's query and lookup functions, enabling you
to manipulate data and target specific groups of contacts within your database.
And finally, this course will demonstrate how to create and send correspondence
to your contacts using MS-Word mailmerge features as well as generate reports
that detail your business interactions. |
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| This course is designed for any person that needs to use their time more
effectively in managing their customers, prospects or employees through
electronic scheduling, automated word processing, or effective reporting. |
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Key Benefits |
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This course will enable you to:
- Effectively manage your contacts
- Schedule activities electronically
- View your calendar of activities
- Compose simple letters to individuals
- Generate simple reports
- Become a more organized person
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Course Contents |
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| This course provides all of the basic 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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Using the Mouse
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Course Objectives
Getting Acquainted
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Launching GoldMine
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GoldMine's Look and Feel
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Getting Help
Adding Records
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Creating A New Contact
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Lookup Windows
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Adding a Lookup Entry
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Editing a Lookup Entry
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The Zip Code Database
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The Tab Bar
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Duplicate Records
Finding Records
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Moving Around
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The Contact Listing
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Finding Contacts
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Text Search
Contact Maintenance
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Editing Contacts
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Additional Contacts
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Detail Records
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Deleting Contacts
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Adding a Note
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Searching Notes
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Calendars
- The Calendar
- Resizing the Calendar
- Displaying Completed Activities
- Calendar Outline View
- The Activity List
- Before the Call
- The Opportunity/Project
Manager
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The InfoCenter
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The Phone Call
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Completing the Call
Introduction To Reports
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Printing Reports
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Reports and Filters
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Report Sorts
The Organization Chart
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Using the Org Chart
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Managing Events
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Adding a New Section
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Replicating Data
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Activating and Releasing a Section
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Organization Chart Options
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To view our training schedule click here |
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