David Yarger Consulting

Department > Training Classes

Basic / Intermediate Training

Item # BASIC.INT_TRAINING

Price: US$ 295.00

Basic / Intermediate GoldMine Class

I.Introductions to Main issues.
1. Addressing GoldMine Contact Management
2. Database basic convention Terms.
3. Setting personal preferences.
4. Database Object structures and flow.

II. Basic Conventions
1. Main menu items
2. Button bar explanations
3. Browse Windows
4. Keyboard and Mouse interactions
5. Local menus

III. Folders Contents.
1. Moving through folders
2. Detailed explanation of folder contents.
3. Contact relationship between Pending and History.

IV. Scheduling Activities.
1. Scheduling Callbacks and Appointments.
2. Scheduling Forecasted Sales
3. Completing activities.
4. Analyzing Completed activities.
5. Scheduling recurring.

V. Report Functionality.
1. Filtering Date range isolations
2. Proper field selection ranges
3. Viewing before printing.
4. Individual USER separations

VI. Basic Word merge and DDE.
1. Setting up DDE Links for Word Merge
2. Basic Merge Template explanation and Creation.

VII. Hands on Workshop with Q & A.

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