Overview
This intensive course is designed to give an introduction to Goldmine, a powerful business contact manager for a workgroup environment. This course will give participants a good understanding of recording their contact, maintaining a contact history and communicating via a range of media and scheduling activities.

Requirements
Ideally the candidates should have a good working knowledge of the Windows environment.

Contents
Opening & Navigating the Database
What is Goldmine
The Main screen & Icons in detail
The Main Contact Screen
The active window
The status bar

Creating New Contact Records
Creating a New contact record
Creating a duplicate record
Working with the look up lists
Entering additional information
Deleting a contact record
Primary & Secondary contacts
Creating referrals and links

Searching
Viewing the contact list
Other searches
Tagging records – why and how

Working with Filters & Groups
What are they, how are they different
Creating a filter
Activating & Releasing filters
Previewing a filter
Understanding criteria
Creating a group
Activating a group

Scheduling Activities
Scheduling activities eg phone calls, meetings and sales
Handling and setting alarms
Completing & following up activities
Viewing activities
Through activity list
Calendar
Individual contact records
Understanding the activity list
Activity list settings
Understanding the calendar
Different calendar views
Setting up a to do list

Communication via letters
Create an individual letter using existing templates
Linking existing documents to contact records
Creating your own templates
Using Goldmine to send mailshots to filters or groups

Sending Emails (if applicable)
Send an email to an individual
Send an email to a filter/group

Price Band B

Home

© Alpha Training, Telephone +44 (0)20 8658 6994, Email admin@alphatraining.com