GoldMine 100: GoldMine Premium Edition QuickStart

Prerequisites: Basic Windows PC Skills (Typing, clicking, moving windows, etc.)
Duration: 3 hours

  • Getting Acquainted with GoldMine
  • Finding & Adding Contacts
  • Scheduling & Calendars
  • Sending Email via GoldMine
  • Introduction To Reports
  • The Organizational Chart

GoldMine 101: Beginning GoldMine Premium Edition for the End User

Prerequisites: Basic Windows PC Skills (Typing, clicking, moving windows, etc.)
Duration: 6 hours

  • Getting Acquainted with GoldMine
  • Adding Records
  • Finding Contacts
  • Contact Maintenance
  • Calendars
  • Scheduling
  • Introduction To Filters
  • Correspondence
  • E-Mail
  • Introduction To Reports
  • The Organizational Chart

GoldMine 201: Advanced GoldMine Premium Edition for the End User

Prerequisites: GoldMine 101
Duration: 6 hours

  • Editing Contacts
  • Advanced Filters
  • Groups
  • Scheduling
  • Correspondence
  • Literature Fulfillment
  • Messaging
  • Advanced E-Mail
  • Using Reports
  • Customizing GoldMine
  • Opportunity/Product Management

GoldMine 301: GoldMine Report Writing

Prerequisites: GoldMine 101 & 201
Duration: 6 hours

  • Introduction
  • GoldMine Database Structures
  • Reports Menu
  • Reports Categories
  • Layout Configuration Principles
  • Macros
  • Applying Principles to Real World Needs

GoldMine 303: SQL Queries for GoldMine

Prerequisites: GoldMine 101 & 201
Duration: 3 hours

  • GoldMine Data Structures
  • Selecting & Sorting Data
  • Using Multiple Tables
  • Grouping & Summarizing Data
  • Using Sub Queries

GoldMine 400: GoldMine Administration

Prerequisites: GoldMine 101 & 201
Duration: 3 days

  • Installation
  • License Manager
  • Setting up GoldMine Users
  • User Preferences
  • Internet
  • Synchronization
  • Customizing GoldMine
  • Toolbars and Macros
  • Importing and Exporting
  • Telemarketing Scripts
  • Global Replaces
  • Database Maintenance
  • Telemarketing Scripts
  • INI Files (username.ini, lookup.ini, gm.ini, and predial.ini)
  • Merging and Purging Records
  • Related Technologies