GoldMine Premium Edition Web-Based Training

Core Solutions is an Authorized GoldMine CRM Partner

Note: web-based training is presented live and is copyrighted by Core Solutions, Inc. Unauthorized recording and/or distribution of the presentation or supplied materials is strictly prohibited. All dates are subject to change without notice.

Web-Based Training: GoldMine 101 End User Basics Cost: $225*
* Register for both 101/102 and get a discounted rate: $425
Wednesdays Feb 15, Mar 14, Apr 18

  • Overview of GoldMine Main Screen
  • Entering new Clients/Prospects
  • Updating Records
  • Locating Records
  • The Tabs
  • Scheduling Activities
  • Using the Calendar
  • Completing Activities
  • Sales Forecasting
  • Overview of GoldMine's Email Client

Web-Based Training: GoldMine 102 End User Intermediate Cost: $225*
* Register for both 101/102 and get a discounted rate: $425
Thursdays Feb 16, Mar 15, Apr 19

  • Activity Lists
  • Basic Filters
  • Tagging Records
  • Creating and Utilizing Groups
  • Document Management Center
  • Linking WORD to GoldMine
  • Creating Template Documents in WORD
  • Performing Advanced Mail Merge Functions
  • E-Mail
  • GoldMine's InfoCenter
  • Reports Overview
Reg: 2/16 (9-11:30 AM Eastern) | Reg: 3/15 (1:30-4 PM Eastern) | Reg: 4/19 (9-11:30 AM Eastern)
*Discounted rate ($425) if you simultaneously register for 101 and 102
Reg: 2/15, 16 | Reg 3/14, 15 | Reg: 4/18,19

Web-Based Training: GoldMine Admin (Versions 5.x-Premium Edition) Cost: $499
Thursdays Feb 9, Mar 8, Apr 12 (9:30 - Noon -- 1-hour break -- 1:00 - 3:30 PM Eastern)

  • GoldMine Database Structure
  • Adding New Users
  • Adding Custom Fields and Field Views
  • Lookup List Mgt & Security Considerations
  • License Manager
  • Exporting/Importing Records
  • Global Replace Wizard
  • Territory Realignment
  • De-Duping and Merge/Purge
  • System Logs Overview

Core Solutions, Microsoft CRM Specialists, Resellers & Consultants MA, CT, NH, RI

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