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Goldmine 5 Basic Study Guide
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0-619-05469-7 © 2001 Publish date: April 26, 2001 98 pages |
If you want to learn the basics of Goldmine 5, the Goldmine 5 Basic study guide is a real nugget. Use this self-directed training course to get an overview of this excellent contact management program.
By following the course, you will learn how to create a contact database for managing your contacts. You'll start by learning how to enter new contact records, edit those records, find the contacts, group the contacts into logical groupings, how to manage activities, how to manage sales, and finally you'll learn how to create documents from with in the program.
The Goldmine 5 Basic courseware is a tool designed to show you how to manage your personal information and information about your various business contacts using this powerful program. It takes the mystery out of the application and gets you right to work using the basic features.
This is one of our computer training books that lends itself to self-directed study. You can use it as a standalone tool to teach you how to use Goldmine, or you can supplement your other training courses with this manual.
The Goldmine 5 Basic courseware contains seven comprehensive units that cover the basic functions you will need to learn in order to begin managing your contacts.
Course Contents
Unit 1 introduces GoldMine 5.0
- How to start GoldMine 5.0
- How to open a contact database
- The Contact window
- Working with the Contents tab, the Index tab and the Find tab
- Exiting out of GoldMine 5.0
Unit 2 covers maintaining contact databases
- Creating contact databases
- Adding contact records
- Editing contact records
- Editing lookup lists
- Deleting contact records
Unit 3 discusses looking up contacts
- Finding contacts using primary contact information
- Finding contacts using specific text
- Finding contacts with detailed information
- Finding contacts with a record number
- Creating filters
- Activating and releasing filters
- Creating and activating complex filters
Unit 4 covers grouping contacts
- How to tag contacts
- How to create a group
- How to activate a group
- How to create a new organization
- How to create a section
- How to link contacts
- How to add a new contact
- How to work with a section
- How to delete an organization
Unit 5 covers managing activities in the Contact window
- How to schedule an activity in the Contact window
- How to schedule an activity in the Calendar window
- How to schedule a recurring activity
- How to schedule an activity for a group
- How to modify an activity
- How to clear an activity and view the history
Unit 6 talks about managing sales
- How to create sales opportunities
- How to change a sales opportunity
- How to close a sales opportunity
- How to assign a quota
- How to analyze sales
- How to analyze sales graphically
Unit 7 discusses document creation in GoldMine 5.0
- How to create and save a memo
- How to create a letter
- Formatting letters
- Printing letters
- Locating and opening documents
- Modifying documents
- Deleting documents