GoldMine Basic User - Training
Objective
To ensure that GoldMine users have a working understanding of the basic functions of GoldMine as a CRM Application– i.e. Finding Information, entering new information, scheduling and managing Activities, and basic correspondence
Pre-requisites
Delegates should have a working knowledge of Windows and/or Windows applications like Microsoft Office.
Duration
Course is normally One Full Day
Syllabus
Overview of GoldMine – Why do we use GoldMine?
GoldMine screen Layout
- Tool Bars
- The Tab Bar, user defined Fields, Contacts, Profiles, GM+View, Referrals, Pending, History and Links
Finding Information in GoldMine
- Contact search centre
Quick searches by Company Name, Contact Name etc… - Windows Shortcuts, Ctrl-PgUp etc…
- Contact Listing Options
- Query|Search options
Entering New GoldMine Contact Records
- GoldMine Lookup Tables
- Entering Additional Contacts
- Entering Detail Records
- Creating Referral Records
GoldMine Activities
- Scheduling a Call Back
- Scheduling an Appointment through the Calendar
- Scheduling a Literature request
- The Activity List and its options
- The Calendar and its options
- Completing Activities
- Sending and Email Message
- Sales Forecasting/Tracking
Correspondence
- Creating and Printing a Letter Database Subsets
- Creating simple queries and filters
GoldMine Reports
- Printing Phone Lists, Contact Lists and Activity Lists
GoldMine User Preferences
- An overview of user defined preferences
- Calendar Holidays
GoldMine Knowledgebase
- Knowledgebase
- Personal base
- Creating topics
- Searching for information or text
