Goldmine Fundamentals 1 Day £175

 
 
 
Target Audience:
New users and those with limited experience
Prerequisites:
Basic PC skills gained either through attendance on the Introduction to Windows course or relevant practical experience.
Introduction
  • An Overview of Goldmine
  • Goldmine Toolbars and Status bar
  • Menu Bar and Data Screen
  • The Standard Toolbar

    Organising Contact Information

  • Contact Tabs
  • Entering contact information
  • Editing contact information
  • Searching for contact records

    Using Profiles and Referrals

  • Activities
  • Scheduling Activities
  • Viewing your Activities
  • Viewing other peoples' activities
  • Completing Activities

    Mailing
  • Sending e-mails
  • Receiving e-mails

    Working with merge/linked Documents

  • Using the Goldmine templates to merge documents
  • Creating your own Goldmine templates
  • Working with linked documents
  • Accessing the Information Centre
  • Printing Goldmine Reports

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