Insight IT Training - a flexible computer training service for business users

Goldmine Introductory Outline

Aims of the One-Day Course

On this course new users will learn the skills to create and manage a basic Contact Database and manage sales activities. The course is 100% hands-on, with exercises to help the trainees practice the new skills they learn.

Course Content

Getting Started
Toolbars and Status Bars
Menu Bar and Data Screen
Contact Tabs
Searching for a Contact Record
Entering Contact Information
Editing and Deleting Contacting Information
Using Details and Referrals

Scheduling Activities
Viewing Your Own Activities
Viewing Other People Activities
Completing Activities
Sending and Receiving E-Mail
Working with Merge/Linked Documents
Accessing the Information Centre

Prerequisites

No previous experience of using GoldMine is necessary, although keyboard and mouse experience is assumed. Familiarity with the use of Windows software is essential.

Course Duration

Six hours (9.30am to 12.30pm and 1.30pm to 4.30pm).

Next Course

Goldmine Advanced

Prices