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GoldMine Premium Edition

Beginner Online

 
 
 

Introduction to GoldMine® Premium Edition - Online Version

Course Overview

 

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.

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.

 
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.
 

Key Benefits

 
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

Course Contents GoldMine Premium Edition

 

This course provides all of the basic skills needed to efficiently use the GoldMine contact management database including:

 

Day 1:

Getting Acquainted

  • Launching GoldMine
  • GoldMine's New Look and Feel
  • Intro to the Navigation Pane
  • Getting Help

Adding Records

  • Creating A New Contact
  • Lookup Windows
  • Adding a Lookup Entry
  • Editing a Lookup Entry
  • The Zip Code Database
  • Record Relationships (Org Chart)
  • The Tab Bar
  • Duplicate Records

Locating Contacts

  • Moving Around Contact Search Center
  • The Contact Listing
  • Finding Contacts

Contact Maintenance

  • Editing Contacts
  • Additional Contacts
  • Detail Records
  • Deleting Contacts
  • Adding a Note
  • Searching Notes

Tabs Overview – Record Upkeep

  • Summary Tab
  • Fields Tab
  • Relationship Tab
  • Notes Tab
  • Contacts Tab
  • Details Tab

Calendar Management

  • GoldMine Calendar
  • Changing Calendar Display
  • Using the Activity List to view pending activities

Managing Activities

  • Completing the Unscheduled call
  • Scheduling a Call
  • Scheduling an Appointment
  • Scheduling a Forecasted Sale
  • Scheduling from the Calendar
  • Completing a Scheduled Activity

Day 2
Using GoldMine Filters

  • Introduction to Filters
  • Record Tagging
  • Searching Using Filters
  • History Filter

GoldMine Links to Word and Excel

  • Merging GoldMine information into Word
  • Linking documents to contact record

Managing E-mails

  • Adding an E-mail Address to a Contact Records
  • E-mailing from the contact record
  • E-mail center

Introduction to Reports

  • Printing Reports
  • Reports and Filters
  • Report Sorts

GoldMine’s Knowledgebase / Service Center

  • The Knowledgebase
  • Intro to Service Center
  • User Preferences

Required: DSL, T1 or Cable Internet Connection

To view our training schedule click here
 
To register click here
 
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