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Goldmine 6.0 Training CDs

By Miscellaneous
Goldmine 6.0 Training CDs
Intro & Adv £119.00 + VAT
Buy Now
Intro, Adv & System Admin £229.00 + VAT
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COURSE INTRODUCTION

Our interactive training for Goldmine is modeled on a unique GoldMine simulation which behaves like a live version of GoldMine. Independent of GoldMine and database files altogether, these CDs can be run on any system at any time. You can learn at home, on the bus or the plane -- at the beach!

And best of all, you learn by doing. This is what true interactivity is all about. A classroom training session with an expert trainer is the best way to learn GoldMine...and that's the experience you get with our CDs -- at a fraction of the cost, and with all the convenience and portability of a CD.

Go over any feature as many times as you wish. Start fresh by exiting and restarting the lesson. Test what you've learned with handy review questions after every lesson. Audio on every step from our expert trainer. Multi-user licenses are available.

Some of the great ways people use our CD's:

  • Trainers give them to their students at the end of a class to help those lessons stick!
  • MIS people give them to new employees to get them up and running fast!
  • Users far from a training center "order in", and become experts in record time!
  • Since our CDs follow our courseware so closely, a lot of people like to order both, and use the student guide as a handy reference of the things they've learned.

  •  

    DEMO

    Try this Flash demo of our interactive training CDs, and see how easy it is to learn!

    View at 1024x768 resolution -- the demo file is 800x600 (as is the course itself), but you'll need to go to 1024x768 to see the whole screen in your browser.

    NOTE: If you view this at a higher resolution than 1024x768, you will only see an approximation of the actual display. The actual training itself is identical to the GoldMine displays.

    PLAY DEMO

    COURSE OUTLINE

    INTRODUCTION TO GOLDMINE 6.0 TRAINING CD

    Getting Acquainted
    Launching GoldMine
    GoldMine's Look And Feel
    Adding Records
    Creating A New Contact
    Lookup Windows
    The ZIP Code Database
    The Tab Bar
    Duplicate Records
    Finding Contacts
    Moving Around
    The Contact Search Center
    Sorting Contacts
    Text Search
    Contact Maintenance
    Editing Contacts
    Additional Contacts
    Detail Records
    Deleting Contacts
    Using Notes
    Calendars
    The Calendar
    The Activity List
    Before The Call
    The Phone Call
    My GoldMine
    Scheduling
    Scheduling A Call
    Scheduling An Appointment
    Scheduling From The Calendar
    Completing An Appointment
    Scheduling A Forecasted Sale
    Introduction To Filters
    Using Filters
    Creating A Filter
    Creating A History Filter
    Record Tagging
    Correspondence
    Printing Letters With Word
    Document Links
    E-Mail
    Adding An E-Mail Address
    The E-Mail Center
    Reading And Sending E-Mail
    Introduction To Reports
    Printing Reports
    Reports And Filters
    Report Sorts
    The Organizational Chart
    Using The Org Chart
    Managing Events
    Adding A New Section
    Replicating Data
    Activating And Releasing A Section

    GOLDMINE 6.0 ADVANCED TRAINING CD

    Editing Contacts
    Using Contact Files
    Referrals
    Advanced Filters
    Filter Expressions
    Creating A Complex Filter
    Editing A Filter
    Drill Down
    Filter Limits
    Groups
    Using Groups
    Adding A Contact
    Sorting A Group
    Using Filters To Add Members
    Creating A Group From A Filter
    Creating A Group From Activities
    Creating a Group From an SQL Query
    Correspondence
    Installing The Microsoft Word Link
    Making A Word Letter Template
    Merging To A Group
    Copy Contact Details
    Advanced E-Mail
    E-Mail Options
    E-Mail Rules
    E-Mail Templates
    Merging E-Mail
    Literature Fulfillment
    Scheduling A Literature Request
    Fulfilling A Literature Request
    Literature List Maintenance
    Scheduling
    Scheduling To-do Actions
    Sending A Phone Message
    Receiving A Phone Message
    Scheduling Recurring Activities
    Displaying Multiple Users
    Scheduling An Event
    The Pegboard
    Scheduling For Multiple Contacts
    Scheduling Meeting Requests
    Using Reports
    Creating A New Report
    Report Basics
    Adding Fields To The Detail Section
    Dressing Up Your Report
    Copying A Report
    Opportunity/Project Management
    Creating A New Opportunity
    Players And Tasks
    Creating An Opportunity Template

    GOLDMINE 6.0 SYSTEM ADMINISTRATION TRAINING CD

    Setting Up GoldMine Users
    Adding A New User
    Record Ownership And Curtaining
    Setting Access Rights
    User Groups
    Creating A User Template
    User Preferences
    Setting Preferences
    The Personal And Record Folders
    The Lookup And Toolbar Folders
    The Pager And Misc Folders
    The Login And Speller Folders
    The Calendar Folder
    The Schedule And Alarms Folders
    The Internet
    The Modem And Internet Folders
    The Composing And Retrieval Folders
    The Accounts Folder
    The E-mail Center & Advanced Folders
    Using The InfoCenter
    Navigating The InfoCenter
    Working With The InfoCenter
    Attaching A File
    Searching The InfoCenter
    InfoCenter Import/Export
    Record Alerts
    Synchronization
    Transferring Contacts
    Creating A Transfer Set
    Retrieving A Transfer Set
    Notebook Sync: On The Network
    Notebook Sync: On The Notebook
    Palm/Visor Synchronization
    Outlook Synchronization
    Customizing GoldMine
    Lookup Window Settings
    Expanded Detail Records
    Setting Up Detail Tabs & Field Labels
    Creating Custom Fields
    Defining A Screen
    Creating A Custom Screen
    Customizing Toolbars
    Creating A New Toolbar
    Working With Toolbar Icons
    Recording A Toolbar Macro
    Deleting A Toolbar Macro
    Automated Processes
    Automated Processes Explained
    Creating A Track
    Attaching Tracks To Contacts
    Executing A Track
    Scheduling An Activity
    Scheduling A Followup Call
    Adding A Branch
    Removing A Track
    Executing Your New Track
    Data Maintenance
    Indexing/Packing
    The Merge/Purge Wizard
    Merging Visible Records
    Global Replace
    Territory Realignment
    GoldMine System Logs
    Backup & Restore
    Importing & Exporting
    File Formats
    Exporting ASCII Delimited Files
    Exporting DBF Files
    Creating An Import Profile
    Telemarketing Scripts
    Branching Scripts
    Creating A Branching Script
    Running Your New Branching Script
    The License Manager
    GoldMine License Types
    A Licensing Scenario
    Creating A Site License
    Creating Undocked Users
    INI Files
    Using The LOOKUP.INI File
    HTML Features
    The GM+View Tab
    My GoldMine
    The Background
    Modifying the Background
    Adding A Logo
    Adding Background Text
    The Taskbar
    Task Items
    Task Groups

     
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