GoldMine 5: Level 1
Class Outline:
Description:
This course is designed for individuals who want learn how to manage personal information and information about business contacts. Students will learn basic skills such as how to create a contact database and edit a new contact record.
Course Length: One Day
Course Content:
Unit 1 : Introducing GoldMine 5.0
Topic A: Getting started with GoldMine 5.0
A-1: Starting GoldMine 5.0
A-2: Opening a contact database
A-3: Examining the Contact window
Topic B: Getting Help in GoldMine 5.0
B-1: Using the Contents tab
B-2: Using the Index tab
B-3: Using the Find tab
Topic C: Exiting GoldMine 5.0
C-1: Logging out of GoldMine 5.0
Unit 2 : Maintaining a contact database
Topic A: Creating a new database
A-1: Creating a contact database
A-2: Adding a contact record
Topic B: Editing a contact database
B-1: Editing a contact record
B-2: Editing a lookup list
B-3: Deleting a contact record
Unit 3 : Looking up contacts
Topic A: Searching for specific contacts
A-1: Finding a contact by primary contact information
A-2: Finding a contact by specific text
A-3: Finding a contact by detailed information
A-4: Finding a contact by a record number
Topic B: Filtering contacts
B-1: Creating a filter
B-2: Activating and releasing a filter
B-3: Creating and activating a complex filter
Unit 4 : Grouping contacts
Topic A: Tagging contacts
A-1: Tagging contacts
Topic B: Grouping contacts
B-1: Creating a group
B-2: Activating a group
Topic C: Working with the Organizational Chart
C-1: Creating a new organization
C-2: Creating a section
C-3: Linking contacts
C-4: Adding a new contact
C-5: Working with a section
C-6: Deleting an organization
Unit 5 : Managing activities in the Contact window
Topic A: Scheduling activities
A-1: Scheduling an activity in the Contact window
A-2: Scheduling an activity in the Calendar window
A-3: Scheduling a recurring activity
A-4: Scheduling an activity for a group
Topic B: Managing activities
B-1: Modifying an activity
B-2: Clearing an activity and viewing the history
Unit 6 : Managing sales
Topic A: Creating a sales opportunity
A-1: Creating a sales opportunity
A-2: Changing a sales opportunity
A-3: Closing a sales opportunity
Topic B: Analyzing sales opportunities
B-1: Assigning a quota
B-2: Analyzing sales
B-3: Analyzing sales graphically
Unit 7 : Creating documents in GoldMine 5.0
Topic A: Creating, formatting, and printing documents
A-1: Creating and saving a memo
A-2: Creating a letter
A-3: Formatting a letter
A-4: Printing a letter
Topic B: Reviewing and modifying documents
B-1: Locating and opening a document
B-2: Modifying a document
B-3: Deleting a document