GoldMine Premium Edition Basic Training DVD

Download a sample of our GoldMine Premium Training DVD to see a Basic Overview of the DVD.  

With the Ticomix GoldMine Premium Edition training DVD, you will learn all of the new features of GoldMine Premium 8.0.  It is useful for both new users to GoldMine and those already familiar with GoldMine.  As you navigate through the new intuitive interface, you will gain an understanding of each module including: relationship management, sales management, marketing automation, and customer support. 

 Lessons Covered

• Adding a New Company and Contact to the Database
• Adding a New Contact to an Existing Corporation
• Adding a New Secondary Contact to an Existing Company
• Adding Further Live Fields to a Template
• Any Remaining Tabs
• Basic Overview
• Changing Other Users Passwords
• Changing your Password
• Completing Pending Activities
• Copy Contact Details
• Creating a Plain Text Email Template in GoldMine
• Creating an HTML Email Template in GoldMine
• Creating Contact Groups
• Creating Signature File Templates
• Creating Simple Filters
• Editing and Creating Templates
• Editing Fields in a Contact Record
• Email Templates from an External HTML Page
• Formatting Date Fields in your Letter Templates
• Getting Set Up for E-mailing in GoldMine
• How do I Print Out my Filter
• How to Set a Letter to be your Default Letter
• Installing the Link to Microsoft Word
• Launching and Exiting GoldMine
• Linking Emails from Outlook
• Making Letter Templates Available to All Users
• Menus, Toolbars, and Taskbars
• Merging Duplicate Records
• Opportunities Overview
• Options and Preferences - Calendar Tab
• Options and Preferences - Record Tab
• Overview of the GoldMine Calendar
• Performing a Mail Merge
• Recently Viewed Contacts
• Scheduling a Call, Next Action, or Appointment
• Scheduling a Simple Forecasted Sale
• Scheduling Multi Day Events
• Scheduling Recurring Appointments
• Scheduling Unlinked Activities and Occasions
• Search for Detailed Records
• Sending an Email Merge
• Text Searching
• The Activity List
• The Cases Tab
• The Contacts Tab
• The Details Tab
• The Document Management Center
• The Fields Tab
• The GMView Tab
• The History Tab
• The Links Tab
• The Members Tab
• The Notes Tab
• The Opportunities Tab
• The Pending Tab
• The Projects Tab
• The Referrals Tab
• The Relationships Tab
• The Summary Tab
• Using the Contact Search Center
• Viewing the Tracks Tab