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Using the Outlook Integration with GoldMine

February 13, 2019 @ 1:00 pm - 2:00 pm EST

$50.00

This training class will focus on the use of the integration between GoldMine Premium CRM and Microsoft Outlook. We will approach from the perspective of a User, however, a GoldMine Administrator can get an important understanding of the features of the so called “Outlook Link” which will help them support and administer the software.

Topics during this class will include:

  • Pros & Cons of the Outlook Link – aligning expectations
  • Review of the Preferences in the “Set-up” of the link and their effect on your user experience
  • Explanation of the functionality in terms of Linking Emails
  • Adding Outlook Scheduled Activities to your GoldMine Calendar
  • Creating Contact Records in GoldMine based on Outlook Emails and Address Book
  • How to “Connect” and “Disconnect” from Outlook and understanding the “GoldMine Preview Pane”
  • Discussion synchronization (overview)

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Details

Date:
February 13, 2019
Time:
1:00 pm - 2:00 pm EST
Cost:
$50.00
Event Category:
Event Tags:
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Organizer

Bob Ritter
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