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GoldMine Training

Training is an important part to the return on your CRM investment.  If you have untrained users, they will not fully use the functionality of GoldMine.  GoldMine courses are taught using GoldMine Premium Edition (8.0, 8.5).  We offer the following short online classes:

GoldMine Basics

This is a web-based course ideal for new GoldMine users or users who never had training or need a refresher. 

Course Price: $150.00
Length:  2 hours
Next Class: TBD

Topics:

  • Main Screen Overview

  • Contact Tabs Overview

  • Searching for and Entering Contacts

  • Scheduling and Completing Activities

  • Using the Calendar and Activity List

  • User Preferences and Customizing the Look

  • Email Center, Linking and Filing Emails

GoldMine In Depth

Learn more advanced features of Goldmine to get the most use of this robust program.  Ideal for the advanced GoldMine user.

Course Price: $150.00
Length:  2 hours
Next Class: TBD- Interested?

Topics:

  • Merge to Word Documents

  • Import Data using Excel

  • Create HTML Email Templates

  • User Defined Fields and Screens

  • Details for One-to-Many

  • Filters and SQL Queries

GoldMine Administrator

Learn how to administer Goldmine.  Must have Basic knowledge of GoldMine.

Course Price: $150.00
Length:  2 hours
Next Class: TBD - Interested?

Topics:

  • Setting up Users

  • Security and Permissions

  • Record Ownership and Curtaining

  • Merging Records

  • Global Replacing Data

  • SQL Backup and Maintenance

GoldBox Data Management and Utility

Learn how to use the basic features of GoldBox.  The BEST add-on for GoldMine.  Must have Basic knowledge of GoldMine and SQl Queries. 

Course Price: $249.00
Length:  3 hours
Next Class: TBD- Interested?

Topics:

  • Main Menu Overview

  • Imports and Updates

  • Merge-Purge (De-duplication)

  • Global Replace

  • Convert Text and Excel to dbase

Crystal Reports Beginner

Learn how to set up Crystal Reports to view reports in GoldMine and create basic reports that can be exported to .pdf or Excel.   Must have Basic knowledge of GoldMine. 

Course Price: $150.00
Length:  2 hours
Next Class: TBD- Interested?

Topics:

  • Main Menu Overview

  • Basic SQL Expressions

  • Basic dbase Expressions

  • Imports and Updates

  • Merge-Purge (De-duplication)

  • Global Replace

  • Convert Text and Excel to dbase

 

 
 

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