Back in GoldMine's early
days, one company recognized the potential of GoldMine and created classroom
training materials. That company was The Last Word, and this same training method
has been in use to this day, growing along with GoldMine (and boy has GoldMine
grown!).
People all over the world
have learned GoldMine from The Last Word in the last 10 years. Even GoldMine's
own employees have been taught using their training solutions, some who still
work at FrontRange today! It's a testament to their unique approach and the
ease of use of their courseware.
Taking powerful GoldMine
features and breaking them down so they're easy to understand. Each lesson is
oriented around a particular task you might encounter on any given day using
GoldMine. The entire three-guide course set is modeled on a fictional company,
and you learn GoldMine as you assume the role of a sales manager and perform
tasks you might perform on the job. It's a great way to learn GoldMine, and
people love it.
And it's the only courseware
which corresponds with their interactive training. Often students like to have
both, keeping the guide as a reference and the CD as a tool to brush up their
skills interactively. Check out our CD-ROM Training page for more information
on our CDs.
Bound so they'll easily
lay flat, leaving both hands free, our GoldMine student guides are liberally
illustrated with crisp screenshots, and sprinkled with tips and tricks pointing
out gotchas and valuable information you can use to make your workday easier.
(And yes, you can read the print in the screenshots!) Review questions test
the student's knowledge after each section.
ADVANCED GOLDMINE 6.5 STUDENT GUIDE LESSONS
Introduction
Using This Guide
Course Objectives
Editing Contacts
Using Contact Sets
Referrals
Review
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 An 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
The Word Link
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
Customizing Goldmine
Expanded Detail Records
Setting Up Detail Tabs And Field Labels
Custom Screens
Creating A Custom Screen
Defining And Placing Fields
Editing In Your Custom Screen
Review
Opportunity/Project Management
Opportunity/Project Management
Creating A New Opportunity
Players And Tasks
Creating An Opportunity Template
Selecting An Opportunity Template
The Project Manager
Review
Index