GoldMine Premium Edition Web-Based Training
GoldMine Premium Edition Partners & Consultants Massachusetts, Connecticut, New Hampshire, Rhode Island, Maine & Vermont
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 a 101/102 and get a discounted rate: $425
Contact Core to Schedule
- 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
Contact Core to Schedule
- 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
Web-Based Training: GoldMine Admin (Versions 5.x-Premium Edition) Cost: $499
Contact Core to Schedule
- 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