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Full Description
The fun and easy way to get the most out of GoldMine, the popular Customer Relationship Management (CRM) software Covers the new features and enhancements to GoldMine Discusses GoldMine essentials, such as building a contact database, tracking business activity, setting a work schedule, e-mailing and faxing, and creating reports and forecasts Demonstrates how to customize GoldMine, distribute information to a team, and utilize remote synchronization Author's company has been awarded GoldMine's prestigious Top 10 dealer status every year since 1996
Contents
Introduction. PART IOverview. Chapter2: 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. Chapter 7: Using the Organizational Chart. PART III: MANAGING ACTIVITIES. Chapter 8: Scheduling Activities. Chapter 9: Viewing Scheduled Activities. Chapter 10: Dealing with and Completing Scheduled Activities. Chapter 11: Sales Forecasting. Chapter 12: Using Filters and Groups. PART IV: MANAGING DOCUMENTS. Chapter 13: Connecting to Word Processing. Chapter 14: Sending and Receiving E-Mail. Chapter 15: Faxing Made Simple. Chapter 16: Linking Documents. PART V: ORGANIZING AND DISTRIBUTING and Statistical Analysis. Chapter 19: The Reporting System. PART VI: CUSTOMIZING GOLDMIN E. Chapter 20: Creating New Labels and Fields. Chapter 21: Creating and Modifying Lookup Lists. Chapter 22: Importing and Exporting Data. PART VII: ADVANCED STUFF. Chapter 23: Opportunity and Project Manager. Chapter 24: Remote Synchronization. Chapter 25: Automated Processes. Chapter 26: Using My GoldMine. Chapter 27: Setting Up and Using the GM+View. Chapter 28: Integrating with Outlook and Handheld Devices. PART VIII: THE PART OF TENS. Chapter 29: Ten Great Add-On Products. Chapter 30: The Ten Most Important New Features in GoldMine 6.0. Index.
