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

• Load GoldMine, benefits, basic terms, overview of screen, exit (9:00)
• Using Help (9:10)
• Finding contacts by Name, Company, City, and other standard fields (9:15)
• Edit contact information, correcting and adding data (9:30)
• Add new contacts, and Delete unwanted records (9:45)
• Work with Tab Folders: Summary, Fields, Notes, Contacts, Profiles, Referrals, Pending, History, Links (10:15)

10:30 MORNING BREAK

• Schedule Calls, Meetings, and Things To Do (10:30)
• Clear and record completed Calls, Meetings, and Things Done (10:45)
• Write a customized form letter to one or many contacts (11:15)
• Print Envelopes, Fax Cover sheets (11:45)

12:00 LUNCH BREAK

• Adjust the field variables on form letters and reports (1:00)
• Lookup contacts by constructing your own Filter criteria (1:30)
• Use the Phone feature to automatically dial contacts (1:45)
• View Activity List: today's tomorrow's, or past things to do (2:00)

2:30 AFTERNOON BREAK

• Create and view progress reports and forms (2:45)
• Use the Automatic Timer feature to record time spent (3:00)
• Messages and E-Mail (3:15)
• Opportunity and Project Manager (3:45)
• Creating an Organizational Chart (4:00) (optional)
• Summary, Questions on making maximum use of GoldMine and your time. (4:30)

Agenda