GOLDMINE CORPORATE EDITION

INTERMEDIATE

COURSE OUTLINE

1 half-day session

Organizing Contact Records (Ch 5)

Overview

Managing the Org. Chart

Adding a New Section

Activating and Releasing a Section

Working with Subsets of Contacts (Ch 6)

Overview

Understanding Filters and Groups

Creating a Filter

Counting and Previewing

Activating a Filter

Working with Groups

Adding Groups

Activating a Group

Tagging Contact Records

Managing Sales (Ch 9)

Overview

Understanding Sales

Making Individual Sales

Scheduling Forecasted Sales

Editing Entries

Viewing Forecasted Sales

Completing Sales

Analyzing Forecasted Sales

Advanced E-Mail (Ch 10)

Setting up E-Mail

Distribution List

Creating E-mail Templates / Signatures

Managing your E-Mail Center

Printing and Faxing (Ch 11)

Overview

Installing the Link to Word

Creating Document Templates

Linking Files to Contact Records

Printing Correspondence

Faxing Correspondence (Third Party Software)

Running Reports (Ch 12)

Overview

Selecting Reports

Selecting Data for a Report

Sorting Report Data

Displaying the Report

Printing Reports

Working as a Team (Ch 14)

Overview

Taking Phone Messages

Delegating Tasks

Tracking User Activity

Sharing Information in the InfoCenter (Ch 15)

Overview

Navigating the InfoCenter

Working with the KnowledgeBase

and PersonalBase

Working with What’s New

Searching the InfoCenter

Synchronizing Data (Ch 16)

Overview

About Synchronization

Synchronization with Palm Device

Synchronization between GoldMine Systems

Synchronizing with a GoldSync Server