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GoldMine Training Videos

The following online training videos have been made available by the manufacturer of GoldMine. First Direct Corp. strongly encourages you to not rely on these as your only source of training for GoldMine. These videos only cover the very basic/high level view of the features/capabilities of GoldMine.

First Direct Corp. has over 25+ years of experience with using, supporting and selling GoldMine CRM and our GoldMine Training Services can greatly help you maximize your ROI by assisting you with implementing a CRM system vs learning to use a CRM software program.

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Basic/Intro

The Basics

The Tabs

Contacts

Searching

Scheduling and Completing Activities

Targeting Groups of Contacts

Linking to Microsoft Office and Letter Templates

Email

Miscellaneous

Advanced/System Admin

Installing GoldMine(For End Users)

Creating and Configuring Users

Resources

Configuring the Service Center

Configuring the GM+View Tab

Toolbars, Taskbars and Macros

Record Ownership and Curtaining

Record Alerts

Lookup.ini

GM.ini

Start up Parameters

Telemarketing

Customizing Fields, Screens and Details

Configuring the Opportunity Manager

Record types

Data Management

Databases

Contact Record Relationships

Reporting

Automated Processes

Data Import and Export

GoldMine’s License Manager

GoldSync

Syncing the Calendar with MS Outlook Calendar

Publishing GoldMine Calendars

Web-Import

Getting Started with SQL Queries

Getting Started with Crystal Reports

GoldMine Dashboards

Installing GoldMine & SQL Server

This series of 7 short videos will show you the easy steps for installing and getting started with GoldMine Premium Edition.

  1. Installing SQL Server
  2. Installing GoldMine
  3. Installing Premium Edition Client/Workstation
  4. Adding GoldMine Users
  5. Adding Fields
  6. First File Import

Please note:

A typical SQL Server & GoldMine installation/setup can take 2+ hours. These videos are provided by the manufacturer of GoldMine software and may or may not contain all the steps needed for a proper installation of SQL Server and/or GoldMine. Always check to ensure your system/computer meets all the necessary system requirements for the version of GoldMine & SQL Server that you will be installing. It is highly recommended that you speak to and work with one of our GoldMine technicians who have many years of experience (25+) in upgrading, installing and migrating GoldMine applications and data.

Installing SQL

Installing GoldMine

Installing GoldMine Premium Edition Client/Workstation

Adding GoldMine Users

Adding Custom Fields

First File Import

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