Advanced GoldMine User Training
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
Course is normally One Full Day
Syllabus
Review of the Basic GoldMine Feature set
Opportunity/Project Management
- 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
- Creating a Filter
- Creating Groups
- When to use a Filter or a Group
Relationships/Organisation Tree
- Creating Relationships
- Adding New Contacts
- Changing/Editing Information
Additional Features (Optional)
- Record Alerts
- Literature Fulfilment Centre
Using the Knowledge Base
- Finding Information
- Adding New Topics
- Attaching Files
Word Processing/Mail Merge
- Creating Templates for Letters, Faxes & Forms
- Managing a Marketing Campaign
Analytics
- Statistical Analysis
- Graphical Analysis
- Forecast Analysis
- Leads Analysis
GoldMine Reports
- Report Options
- Creating New Reports & Cloning
- Basic Expressions
- Query|Search options
