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Includes:
One hour phone consultation,
Up to five GoldMine® 6.7
manual-workbooks (manuals are
required),
Five free user phone support calls
($125.00 value),
Two hours total travel time.
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Agenda:
Our On-Site Agendas provide the "Need to
Know" functions for all levels of GoldMine®
users. However, they are only road maps for success.
Training Solutions Now will consult with you at no
charge to customize the agendas to suit your needs.
Welcome and Introductions
Certified GoldMine Instructor: Steve Sewell
Overview and Navigation
Menu, Toolbar, Contact Record, Tabs.
Scheduling Activities
Calls, Appointments, Actions, Events, Alarms
The GoldMine® Calendar
View Activity Types, Activity List, Multiple User
Calendars, Scheduling From Calendar
Using the Activity List
Overview, Tabs, Changing the Date Range
Completing Activities
Overview, Completing Scheduled Activities, Follow-up
Scheduling
Viewing Completed Activities
Overview, Viewing Completed Activities, Viewing the
Closed Tab
Managing Contact Records
Overview, Add a New Record, Add Contact Information,
Using the Tabs, Link Docs
GoldMine® E-mail
Overview, Adding, Viewing, and Sending Mail
Creating Letters and Mail Merges
Overview, Writing a Blank Letter, Saving a GoldMine®
Template, Merging a Letter
Filters and Groups
Creating Filters/Groups
Review and Q & A
For
more information Contact
Us
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