GoldMine Advanced User Training
..........Summary of Training Syllabus
Objective
To provide users with an understanding of some of the advanced functions of GoldMine as a CRM System.
Pre-requisites
Delegates should have a working knowledge of Windows and a good working knowledge of GoldMine.
Duration
A public course duration is normally 2-3 Days
Syllabus
Review of the Basic GoldMine Training Course
Opportunity/Project Management
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Creating templates and Using the Opportunity and Project Manager
Preferences in GoldMine
- Amending user Preferences
- Using & customising the Toolbar
- Creating simple time saving Macros
Working with Filters/Groups
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Creating a Filter
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Creating Groups
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When to use a Filter or a Group
Relationships/Organisation Tree
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Creating Relationships
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Adding New Contacts
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Changing/Editing Information
Additional Features (Optional)
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Record Alerts
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Literature Fulfilment Centre
Using the Knowledge Base
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Finding Information
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Adding New Topics
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Attaching Files
Word Processing/Mail Merge
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Creating Templates for Letters, Faxes & Forms
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Managing a Marketing Campaign
Analytics
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Statistical Analysis
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Graphical Analysis
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Forecast Analysis
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Leads Analysis
GoldMine Reports
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Report Options
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Creating New Reports & Cloning
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Basic Expressions
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Query|Search options
