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GoldMine Training

GoldMine Consulting Experts

101 - End User Basics
(includes "A Day in the Life of a GoldMiner 101" guide in pdf format)
  • Overview of GoldMine main screen
  • Entering new clients and prospects
  • Updating records
  • Locating records
  • The Tabs
  • Scheduling Activities
  • Calendar activities
  • Completing activities
  • Sales Forecasting
  • Intro to using GoldMine for E-mail
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102 - End User Intermediate
(includes "A Day in the Life of a GoldMiner 102" guide in pdf format)
  • Activity Lists 
  • Basic Filters
  • Tagging records 
  • Creating and utilizing Groups 
  • Document Management Center
  • Linking WORD to GoldMine
  • Creating template documents in WORD 
  • Performing advanced Mail Merge functions
  • E-Mail  
  • Introduction to GoldMine's Info Center 
  • Reports Overview
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Admin - GoldMine Administrator
  • GoldMine database structure
  • Setting Passwords 
  • Keeping all records in sync 
  • Housekeeping (handling unneeded records) 
  • Global Replace Wizard
  • Territory Realignment
  • Record Ownership
  • SQL Queries
  • User Defined Fields & Views
  • Security Considerations 
  • Assuring data integrity (Pack & Rebuild, Merge/Purge) 
  • Setting up new users (Users file, Users group) 
  • License Manager 
  • Systems Logs Overview 
  • Importing and Exporting records
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eMktg - eMarketing with GoldMine:
A 5-Module Series -- scheduled by Client request
(each 2-hour module includes its own "A Day in the Life of a GoldMine eMarketeer" guide in pdf format)
Module1: Optimizing GoldMine for eMarketing
  • Optimizing Key Fields
  • Adding User Defined Fields
  • Optimizing Lookup Lists
  • Implementing E-mail Merge Codes
  • Adding the User Named MARKET
Module2: Designing HTML E-mail Templates
This module requires HTML editing software, eg. Dreamweaver or FrontPage
  • Designing the E-mail
  • Creating the HTML
  • Managing Graphics
  • Playing by the Rules of Responsible eMarketing
  • Creating the GoldMine E-mail Template from the HTML
Module3: Performing the E-Mail Merge
  • Selecting Recipients
  • Setting the Proper History Options
  • Processing the Returns
Module4: Creating a WebImport Form
  • Designing Your Web Form
  • Creating the Webimport Form
  • Creating the Script to Process the Form
  • Setting Up an E-mail Account
  • Testing the Form
Module5: Defining E-mail Rules and Automated Processes (APs)
  • Setting Up and Testing E-Mail Rules
  • Setting Up and Testing APs
  • Using Server Agents to Process APs  

GoldMine Consulting Experts

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