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!
INTRODUCTION TO GOLDMINE Premium Edition 8.0 STUDENT GUIDE LESSONS
Introduction
Using This Guide
Using The Mouse
Course Objectives
Review
Getting Acquainted
Launching Goldmine
Goldmine's Look And Feel
Getting Help Review
Adding Contacts
Creating A New Contact
Lookup Windows
Adding A Lookup Entry
Editing A Lookup Entry
The Zip Code Database
The Tab Bar
Duplicate Records
Review
Finding Contacts
The Contact List
The Contact Search Center
Sorting Contacts
Review
Contact Maintenance
Editing Contacts
Additional Contacts
Detail Records
Finding Detail Records
Deleting Contacts
Adding A Note
Review
Calendars
The Calendar
Displaying Completed Activities
Calendar Outline View
The Activity List
Before The Call
The Opportunities Manager
The Knowledge Base
The Phone Call
Completing The Call
My GoldMine
Review
Scheduling
Scheduling A Call
Setting An Alarm
Scheduling An Appointment
Scheduling From The Calendar
Completing An Appointment
Scheduling A Forecasted Sale
Review
Introduction To Filters
Using Filters
Creating A Filter
Contact Search Center Filters
Record Tagging
Creating An Activity Filter
Review
Correspondence
Merging A Letter In Word
Document Links
Review
E-Mail
Adding An E-Mail Address
The E-Mail Center
Reading E-Mail
Sending E-Mail
Review
Introduction To Reports
Printing Reports
Reports And Filters
Report Sorts
Review
Contact Relationships
Using Contact Relationships
Managing Events
Adding A New Section
Replicating Data
Activating And Releasing A Section
Relationship Options
Review
