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GoldMine Training
 Instructor Lead Training course
GoldMine Fundamentals
GoldMine Business Process Administration
GoldMine Advanced System Management
GoldMine Fundamentals
Duration: 1 day [schedule]
Price: $295.95 [register
now]
This 1 day course takes you through the basics of GoldMine.
Audience
This course is designed for end users. It assumes you are a
beginner with GoldMine but that you are familiar with the
Microsoft Windows operating system and can manipulate windows
and launch and close applications. Simple instructions
such as clicking Next or OK typically are implied rather than
expressly stated in the material.
In This Course
The course material created for GoldMine Fundamentals training
is designed as a training and reference manual including
a discussion of software functionality. Following the
discussion are step-by-step procedures. Lessons typically are
presented in a logical, task-oriented sequence which more closely
replicates business practices. The GoldMine Fundamentals course
includes the following chapters:
Chapter
1: Get to Know GoldMine |
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Chapter
5: Communication Tools
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Review GoldMine's key features
and navigate the work area. |
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Use the tools of e-mail and mail merge
to communicate with customers and prospects. |
Chapter
2: Create Contact Records
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Chapter
6: The GoldMine Team
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Add and work with contacts
by entering new and additional contacts, alerts, details
and referrals, and an assortment of other activities. |
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Learn how to use the features of GoldMine
to communicate with your colleagues in the home office,
remote offices, or when traveling, and develop the Information
Center where you can build an archive of information. |
Chapter
3: Your Electronic Agenda
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Chapter
7: Introduction
to GoldMine Processes
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Schedule activities, create
appointments on the calendar, use the Activity List, and,
view and complete activities. |
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An introduction to the Opportunity and
Project Managers, Automated Processes, and GoldMine standard
reports. |
Chapter
4: Search for Contacts and Organize Subsets of Data
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Chapter
8: Customize Your
Work Area
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Search for contacts using
the Contact Search Center, indexed fields, details, text,
and go-to. Leam to activate and release predefined filters
and groups from the Contact Search Center and the Filters
and Groups dialog box. Organize sets of data by building
and activating organizational charts. |
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Review user preferences and customize
your own toolbars, taskbar. My GoldMine, and work area
background. |
For more information call (514) 488-1300 or (888) 483-1300
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