These student guides are designed to be used with instructor-led training in a classroom setting.
Step-by-step, they teach important GoldMine fundamentals using a scenario-based approach.
You can also use our course books on your own, without a trainer, to learn GoldMine -- and keep them as a handy feature reference!
ADVANCED GOLDMINE Premium Edition 8.0 STUDENT GUIDE LESSONS
Introduction
Using This Guide
Course Objectives
Advanced Filters
Expressions
Creating A Complex Filter
Editing Filters
Drill Down
Filter Limits
Review
Groups
Using Groups
Adding A Member
Sorting A Group
Using A Filter To Add Members
Creating Groups
Creating A Group From A Filter
Creating A Group Based On Activities
Creating A Group From A SQL Query
Review
Scheduling
Scheduling To-Do Actions
Scheduling Recurring Activities
Editing Recurring Activities
Checking The Activities Of Multiple Users
Displaying Multiple Users On The Calendar
Using The Planner
Scheduling An Event
Tracking Other Users' Activity
Scheduling An Activity For Multiple Contacts
Scheduling Meeting Requests
Review
Correspondence
Dynamic Data Exchange
Creating A Letter Template In Word
Merging To A Group Of Contacts
Merging To Selected Additional Contacts
Copying Contact Details
Review
Literature Fulfillment
Scheduling A Literature Request
Fulfilling A Literature Request
Adding A Listing To The Literature List
Review
Messaging
Sending A Phone Message
Receiving A Phone Message
Sending A Goldmine E-Mail Message
Receiving A Goldmine E-Mail Message
Review
Advanced E-Mail
E-Mail Options
E-Mail Rules
E-Mail Templates
Cloning An E-Mail Template
Merging E-Mail
Review
Using Reports
Cloning A Report
Report Basics
Modifying A Text Field
Break Fields
Dialog Fields
Leads Analysis
System Reports
Review
Opportunity/Project Management
Opportunity/Project Management
Creating A New Opportunity
Players And Tasks
Creating An Opportunity Template
Selecting An Opportunity Template
Managing Projects Manager
Review
