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GoldMine Premium Edition Beginner Training Course Outline

Reference – “GoldMine 8 for Dummies” by Joel Scott

 

Introduction

            Introduction  (1)

            How This Book Is Organized (4)

            Icons Used in This Book (6)

 

GoldMine: An Overview (Cp 1)

            Overview (11)

            Discovering Everything GM can do (12)      

Getting Around in GoldMine (Cp 2)

            The Main Menu (20)

            The Global Toolbar (21)

            The Navigation Pane (23)

            The Work Area (24)

            The Status Bar (25)

            Getting Help (25)

           

Creating and Viewing Client Records (Cp 5)

            Creating New Records (53)

            Finding a Record in Your Database (58)

            Using a Custom Field (61)

           

Handling Notes & Secondary Contacts (Cp 6)

            The Main Notepad (65)

            What to put in the main notepad (66)

            The Contacts Tab (70)

            Swapping contacts (74)

            Converting a secondary record (74)

 

Details and Referrals (Cp 7)

            Taking Care of the Details (75)

            Finding specific detail records (79)

            Making Use of Referrals (80)

 

Scheduling Activities (Cp 9)

            Create a “Corporate Memory” (FRS)

            Defining Activities (99)

            Creating Activities (101)

            Using the Options(Actions) (108)

            Scheduling for Other People (110)

            Scheduling Recurring Activities (112)

 

Viewing Scheduled Activities (Cp 10)

            Using the Calendar (115)

                        Modify the Listing (120)

            Checking the Activity List (122)

            Viewing Groups of Users (125)

 

Dealing with and Completing Scheduled Activities (Cp 11)

            Delegating activities (128)

            Rescheduling activities (129)

            Completing Activities (131)

            Viewing Completed Activities

                        (Cp 10, page 119)

 

Setting Up Your Preferences (Cp 3)

            Customizing Your Tabs (30)

            Customizing All Your Preferences (31)

                        Record Preferences (32)

                        Schedule Preferences (36)

                        Alarms Preferences (37)

                        E-mail Preferences (38)

                        System Preferences (42)

 

Sales Forecasting (Cp 12)

            Setting up Quotas (135)

            Entering Your Forecasts (137)

            Viewing Your Sales Pipeline (140)

            Completing Your Forecasts (145)

 

The Reporting System (Cp 22)

            Choosing a Report Category (245)

            Generating a GoldMine Report (246)

            Displaying and Printing Reports (252)

            Modifying Existing Reports (254)

            Alternative Reporting (259)

 

-- References --

            1.  GoldMine 8 for Dummies

            2.  GoldMine User Guide

            (UserGuide.pdf from the GoldMine                                 Premium Install CD – Documentation folder)

            3.  Main Menu – Help | GoldMine Help