Get up to speed fast on GoldMine version 5 Coordinate sales, customer service, and support! Discover the easy way to prospect for customers and mine your contacts If you need quick answers to GoldMine questions, look no further. From setting up a contact database to synchronizing records within a work-group, this friendly guide is packed with step-by-step instructions that will get you up to speed fast on this powerful (and complex) contact management software. Discover how to: Maintain a custom contact database Integrate calendar functions Automate mass e-mails and faxes Design filters and…mehr
Get up to speed fast on GoldMine version 5 Coordinate sales, customer service, and support! Discover the easy way to prospect for customers and mine your contacts If you need quick answers to GoldMine questions, look no further. From setting up a contact database to synchronizing records within a work-group, this friendly guide is packed with step-by-step instructions that will get you up to speed fast on this powerful (and complex) contact management software. Discover how to: Maintain a custom contact database Integrate calendar functions Automate mass e-mails and faxes Design filters and create groups Forecast and analyze sales performance The Dummies Way(TM) Explanations in plain English "Get in, get out" information Icons and other navigational aids Tear-out cheat sheet Top ten lists A dash of humor and fun Get smart! www.dummies.com Register to win cool prizes Browse exclusive articles and excerpts Get a free Dummies Daily(TM) e-mail newsletter Chat with authors and preview other books Talk to us, ask questions, get answers
Born and raised on the prairies, Joel Scott has traveled extensively and worked as a fisherman, a yacht broker, and a librarian to name a few of his past professions. He is a two-time winner of the Cedric Literary Award. Joel is a lifelong sailor and circumnavigator who currently lives and sails out of Chemainus, British Columbia.
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Introduction.
PART I: GoldMine Basics.
Chapter 1: GoldMine: An Overview.
Chapter 2: Getting Around in GoldMine.
Chapter 3: Setting User Preferences.
PART II: Managing Contacts.
Chapter 4: Creating and Viewing Client Records.
Chapter 5: Entering Notes and Secondary Contacts.
Chapter 6: Details and Referrals.
PART III: Managing Activities.
Chapter 7: Scheduling Activities.
Chapter 8: Viewing Scheduled Activities.
Chapter 9: Dealing with and Completing Scheduled Activities.
Chapter 10: Sales Forecasting.
PART IV: Sending and Receiving Correspondence.
Chapter 11: Using Filters and Groups.
Chapter 12: Sending and Receiving E-Mail.
Chapter 13: Faxing Made Simple.
Chapter 14: Linking Documents.
PART V: Distributing Information to Your Team.
Chapter 15: The InfoCenter.
Chapter 16: Literature Fulfillment.
Chapter 17: Graphical and Statistical Analysis.
Chapter 18: The Reporting System.
PART VI: Customizing GoldMine.
Chapter 19: Creating New Labels, Fields, and Views.
