Basic/ Intermediate

InvoicePal

Getting Acquainted
- What is GoldMine?
- Launching GoldMine
- GoldMine's Look and Feel

Adding Records
- Creating a New Contact
- Lookup Windows
- The Zip Code Database
- The Tab Bar
- Duplicate Records

Finding Contacts
- Moving Around
- The Contact Listing
- Text Search

Contact Maintenance
- Editing Contacts
- Additional Contacts
- Using Detail Records
- Deleting Contacts
- Using Notes

Using the Calendar
- The Calendar
- The Activity List
- Before The Phone Call
- The Phone Call

Scheduling Activities
- Scheduling a Call
- Scheduling an Appointment
- Scheduling from the Calendar
- Completing an Appointment
- Scheduling a Forecasted Sale

Introduction to Filters
- Using Filters
- Creating a Filter
- Creating a History Filter
- Record Tagging

Introduction to Correspondence
- Printing Letters with Word
- Links

E-Mail
- Adding an E-mail Address
- The E-mail Center
- Reading and Sending E-mail

Using Reports
- Printing Reports
- Reports and Filters
- Report Sorts

The Organization Chart
- Using the Org Chart
- Managing Events
- Adding a New Section
- Replicating Data
- Activating and Releasing a Section

Preferences
- Setting Preferences
- The Personal and Record Folders
- The Lookup and Toolbar Folders
- The Pager and Misc. Folders
- The Login Folder
- The Calendar Folder
- The Schedule and Alarms Folders
- The Sync Folder
- The Modem and Internet Folders
- The Composing and Retrieval Folders
- The E-mail Center and Advanced Folders

 

 

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