100+ classrooms

Goldmine User Training Course, Class Outline

 (1 day)
Version 6.7

Outline

Getting Acquainted
  • Launching Goldmine
  • Goldmine's Look And Feel
  • Getting Help
  • Review
Adding Records
  • Creating A New Contact
  • Lookup Windows
  • Adding A Lookup Entry
  • Editing A Lookup Entry
  • The Zip Code Database
  • The Tab Bar
  • Duplicate Records
  • Review
Finding Contacts
  • Moving Around
  • The Contact Search Center
  • Sorting Contacts
  • Text Search
  • Review
Contact Maintenance
  • Editing Contacts
  • Additional Contacts
  • Detail Records
  • Finding Detail Records
  • Deleting Contacts
  • Adding A Note
  • Searching Notes
  • Review
Calendars
  • The Calendar
  • Resizing The Calendar
  • Displaying Completed Activities
  • Calendar Outline View
  • The Activity List
  • Before The Call
  • The Opportunity/Project Manager
  • The InfoCenter
  • The Phone Call
  • Completing The Call
  • My GoldMine
  • Review
Scheduling
  • Scheduling A Call
  • Setting An Alarm
  • Scheduling An Appointment
  • Scheduling From The Calendar
  • Completing An Appointment
  • Scheduling A Forecasted Sale
  • Review
Introduction To Filters
  • Using Filters
  • Creating A Filter
  • Contact Search Center Filters
  • Creating An Activity Filter
  • Record Tagging
  • Review
Correspondence
  • Merging A Letter In Word
  • Document Links
  • Review
E-Mail
  • Adding An E-Mail Address
  • The E-Mail Center
  • Reading E-Mail
  • Sending E-Mail
  • Review
Introduction To Reports
  • Printing Reports
  • Reports And Filters
  • Report Sorts
  • Review
The Organization Chart
  • Using The Org Chart
  • Managing Events
  • Adding A New Section
  • Replicating Data
  • Activating And Releasing A Section
  • Organization Chart Options
  • Review
View outline in Word

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