GoldMine 6 For Dummies
* 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...
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* 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
Introduction1Pt. IGoldMine BCM Basics7Ch. 1GoldMine: An Overview9Ch. 2Getting Around in GoldMine17Ch. 3Setting User Preferences31Pt. IIManaging Contacts45Ch. 4Creating and Viewing Client Records47Ch. 5Entering Notes and Secondary Contacts57Ch. 6Details and Referrals65Ch. 7Using the Organizational Chart75Pt. IIIManaging Activities85Ch. 8Scheduling Activities87Ch. 9Viewing Scheduled Activities101Ch. 10Dealing with and Completing Scheduled Activities113Ch. 11Sales Forecasting121Ch. 12Using Filters and Groups133Pt. IVManaging Documents145Ch. 13Connecting to Word Processing147Ch. 14Sending and Receiving E-Mail153Ch. 15Faxing Made Simple171Ch. 16Linking Documents179Pt. VOrganizing and Distributing Information to Your Team189Ch. 17The InfoCenter191Ch. 18Graphical and Statistical Analysis201Ch. 19The Reporting System215Pt. VICustomizing GoldMine233Ch. 20Creating New Labels and Fields235Ch. 21Creating and Modifying Lookup Lists251Ch. 22Importing and Exporting Data259Pt. VIIAdvanced Stuff273Ch. 23Opportunity and Project Manger275Ch. 24Remote Synchronization285Ch. 25Automated Processes295Ch. 26Using My GoldMine307Ch. 27Setting Up and Using the GM+View311Ch. 28Integrating with Outlook and Handheld Devices319Pt. VIIIThe Part of Tens327Ch. 29Ten Great Add-On Products329Ch. 30The Ten Most Important New Features in GoldMine 6.0337Index345
