goldmine_icon.gif (1259 bytes) Introduction to GoldMine

Agenda

GoldMine is the best rated contact management software on the market. It combines the functions of a database, word processing, and scheduling software into a fully integrated package. Users can schedule Calls, Meetings, and Things To Do using the calendar feature, and be reminded automatically by GoldMine Customizable form letters, envelopes, and fax cover sheets are automatically addressed and can be printed, or faxed. Various progress reports can be customized and printed to monitor and maximize the use of the user's time. This course includes tips and short cuts to make maximum use of the software. Over 75% of the class involves hands-on practice. By the end of the course, the participants will be able to:

9:00 START

10:30 MORNING BREAK

12:00 LUNCH BREAK

2:30 AFTERNOON BREAK

 

 

Table of Contents

Agenda

Benefits and Objectives

Getting Started in GoldMine

GoldMine Screens

Icon Definitions

Exercise 1: Using Help

Exiting GoldMine

Exercise 2: Find A Contact Record

Exercise 3: Entering A New Contact Record

Editing a Record

Tabs

Exercise 4: View Your Calendar & Activity List

Exercise 5: Scheduling Activities

Completing Activities

Exercise 6: Print Letters

Exercise 7: Send and Receive E-Mail

Exercise 8: Tracking Opportunities

Deleting Records

Other Topics

In Conclusion