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9780764506086

GoldMine For Dummies

by
  • ISBN13:

    9780764506086

  • ISBN10:

    0764506080

  • Edition: 1st
  • Format: Paperback
  • Copyright: 2000-04-17
  • Publisher: For Dummies
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Summary

GoldMine For Dummies enables you to use GoldMine to manage client relationships and excel in areas of sales, marketing, and customer service like never before. Written in plain English, this book helps you discover the easy way to prospect for customers and mine your contacts: * Familiarize yourself with GoldMine basics, from navigating the database to setting preferences and default values. * Organize contacts by understanding screen functions, fields, and notes as well as contact, detail, and referral tabs. * Get a grip on upcoming events by scheduling activities, and check on those already scheduled. * Understand GoldMine Filters and Groups, which enable you to send out batches of letters, faxes, and e-mails. * Use the InfoCenter to store and distribute company information. * Configure GoldMine for those who travel or for those who manage people who don't work in the main office.

Author Biography

Joel Scott is the president and head trainer of Computer Control Corporation, a Top 10 GoldMine Partner and Authorized Training Center.

Table of Contents

Introduction 1(6)
Part I: GoldMine Basics 7(36)
GoldMine: An Overview
9(8)
Getting Around in GoldMine
17(14)
Setting User Preferences
31(12)
Part II: Managing Contacts 43(32)
Creating and Viewing Client Records
45(10)
Entering Notes and Secondary Contacts
55(10)
Details and Referrals
65(10)
Part III: Managing Activities 75(42)
Scheduling Activities
77(12)
Viewing Scheduled Activities
89(10)
Dealing with and Completing Scheduled Activities
99(8)
Sales Forecasting
107(10)
Part IV: Sending and Receiving Correspondence 117(52)
Using Filters and Groups
119(12)
Sending and Receiving E-Mail
131(20)
Faxing Made Simple
151(8)
Linking Documents
159(10)
Part V: Distributing Information to Your Team 169(52)
The InfoCenter
171(8)
Literature Fulfillment
179(10)
Graphical and Statistical Analysis
189(14)
The Reporting System
203(18)
Part VI: Customizing GoldMine 221(42)
Creating New Labels, Fields, and Views
223(14)
Creating and Modifying Lookup Lists
237(10)
Importing and Exporting Data
247(16)
Part VII: Advanced Stuff 263(36)
Opportunity and Project Manager
265(10)
Remote Synchronization
275(10)
Automated Processes
285(14)
Part VIII: The Part of Tens 299(20)
Ten Add-on Products
301(8)
Ten Outside Resources
309(10)
Appendix: Networks, Licenses, and Versions 319(12)
Index 331

Supplemental Materials

What is included with this book?

The New copy of this book will include any supplemental materials advertised. Please check the title of the book to determine if it should include any access cards, study guides, lab manuals, CDs, etc.

The Used, Rental and eBook copies of this book are not guaranteed to include any supplemental materials. Typically, only the book itself is included. This is true even if the title states it includes any access cards, study guides, lab manuals, CDs, etc.

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