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Getting Started with GoldMine: Basic End-user Training

March 15, 2019 @ 1:00 pm - 2:30 pm EDT


Getting off to a good start with your GoldMine CRM is critical.  Otherwise there is confusion and frustration.  Then data quality and productivity suffers.  That’s NOT what you want from you CRM  software!   Avoid that with training.

The President of First Direct, the Country’s leading GoldMine Solution Partner and Trainer, offers this 90 minute GoldMine overview/introduction to help new users to immediately take advantage of the valuable features in your GoldMine software.   This class is an economical and efficient way to learn about essential topics that every GoldMine user needs to know from the start!

Topics include:

  • Getting to know GoldMine and how it can help you to do your day
  • Creating a new Record and editing fields
  • The right way to take “Notes”
  • Navigation concepts – getting around the Record and the Tabs
  • Fast Search and Smarter Searches
  • Some Tips, Tricks, and Best Practices from the Master!

This class is designed for people who are just beginning to use GoldMine.  They only need to have access to GoldMine and a desire to learn it.  No other prerequisites.

Give your new users the training they need to succeed with GoldMine!   Start them with this class, and then consider the other more advanced topics to build on their success.  Click here to go back to the list of other sessions.

NOTE: This is a public class, but it can be conducted privately for one firm with multiple attendees. First Direct is happy to customize a class for your organization’s specific needs – call us today if you wish to discuss – (800) 935-4386.

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March 15, 2019
1:00 pm - 2:30 pm EDT
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Bob Ritter
CALL US TODAY! (845) 221-3800 | (800) 935-4386