"A
Day in the Life of a GoldMiner"
Reference Booklet |
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Written by CCC's
Director of Training, and now updated by a highly respected GoldMine
expert, this booklet is perfect to keep as a handy ready-reference.
Users can follow quick-steps to accomplish most of GoldMine's daily
tasks. Available for GoldMine versions from 4.0 to 6.7, the cost
is $10.00 +
S/H for
GoldMine versions 4-6.5 (63 pages), $12.00 +
S/H for
version 6.7 (85 pages).
The
booklet can be designed specially for you with screen captures of
custom fields and procedures employed specifically by your company.
Click
here to view a SAMPLE PDF
Click here to order this booklet from our eStore.
Sample
Table of Contents
(Version 6.7 Booklet)
New Features in GoldMine 6.7
I Lookup a Contact Record
I Create a New Record for Joe Hudson
I Check My Calendar
I Check My Activity List
I Make Calls to My Boston Contacts
I Schedule an Appointment with One
I Schedule an App’t In Another Program
Bill Requests a Meeting Via E-mail
I Get an Alarm
I Complete an Appointment
I Schedule and Complete a Sale
I Take an Inc. Call from Robin Bartlett
I Make an Unscheduled Outgoing Call
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I Send a GoldMine E-mail to My Tech
Guy
I Create an E-mail Template To My Top Accounts
I Tag Their Records
I Merge the E-mail to the "Top Accounts"
I Type an Invitation in Word to a Seminar
I Send the Invitation to a Group of Contacts
I Need to Identify All My Clients Who Live in Ohio
I Print Out My Activities Monthly Calendar
I Sync, Therefore I Am
I Define a Mktg Campaign
I Complete a Task Form the Campaign
I Create a New Project
I Manage a Project
Using the Leads Management Center
Icons & Their Associated Actions
Broadening Your GoldMine Horizons
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