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Goldmine 6 for Dummies

Track sales, predict trends, and prospect with GoldMine

Uncover new features and customize GoldMine 6 to fit your business

Ever think what a fortune your business could generate if only you could make your customer relations more profitable? Well, this book is the treasure map you’ve been looking for! In no time you’ll have your own personalized GoldMine to manage contacts, set schedules, and create reports, while customers are beating a path to your door.

The Dummies Way

  • Explanations in plain English
  • "Get in, get out" information
  • Icons and other navigational aids
  • Tear-out cheat sheet
  • Top ten lists
  • A dash of humor and fun
Product Details

Table of Contents

Introduction. PART I: GOLDMINE BCM BASICS. Chapter 1: GoldMine: An Overview. 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 INFORMATION TO YOUR TEAM. Chapter 17: The InfoCenter. Chapter 18: Graphical 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.

About the Author

Joel Scott, an authorized GoldMine trainer and technician, is president of the Computer Control Corporation, which has consistently earned GoldMine's prestigious Top10 Solution Partner award.

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