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
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
