Goldmine
Aims:
Enables the delegates to utilise the Goldmine database to add, edit and track contact and colleague information
Prerequisites:Attendance of a Windows Introduction or a good understanding of the Windows environment including keyboard and mouse
Duration:One Day
Fees:Course fees for this particular course will depend on your chosen Training solution. Please click on the links below for corresponding course fees:
PDF Course Download
You can download a PDF version of the course.
Download Goldmine course outline.
If you don't have Adobe Acrobat Reader, this can be downloaded from the www.adobe.com web site.
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Adding Records
- Creating A New Contact
- F2 Lookup Windows
- Lookup Entries
- Proper completion of Record
- Duplicate Records
Finding Contacts
- Moving Around Goldmine
- The Contact Listing
- Text Search
Contact Maintenance
- Adding and Editing Contacts
- Detail Records
- Finding Detail Records
- Adding A Note
Calendars
- The Calendar
- Rescheduling from the Calendar
- Resizing The Calendar
- Calendar Outline View
Scheduling
- A Call
- Setting An Alarm
- The Phone Call
- Completing The Call
- Scheduling An Appointment
- Completing An Appointment
- Scheduling A Forecasted Sale
Introduction To Filters
- Using Filters
- Creating A Single Filter
- Creating A Variable Filter
GoldMine E-Mail Features
- Adding An E-Mail Address
- The E-Mail Center
- Reading E-Mail
- Sending E-Mail
The Organization Chart
- Using The Org Chart
- Adding A New Section
- Replicating Data
- Activating And Releasing A Section
- Organization Chart Options
Overview of GM's Reports
- Printing Reports
- Reports And Filters
