Written by an authorized GoldMine trainer, this guide shows you how to: -Set up GoldMine 8 and customize it for your business -Create, view, and update customer records -Schedule activities and manage leads -Monitor your marketing efforts and see what s working -Predict sales based on past results -Work with GoldMine s e—mail system -Organize and distribute information -Access GoldMine from outside your office -Integrate GoldMine with your company Web site Even if you ve used a previous version of GoldMine, you ll find some big changes in this newest revision, but GoldMine 8 For Dummies makes it easy to get up to speed.
When you ve read this book and discovered how GoldMine can help you keep track of your clients, reduce costs, and improve efficiency, you ll think you ve hit the motherlode! Chapter 1:GoldMine: An Overview. Chapter 2:Getting Around in GoldMine. Chapter 3: Setting Up Your Preferences. Chapter 4: Accessing GoldMine Remotely.
Part II: Managing Contacts. Chapter 5: Creating and Viewing Client Records. Chapter 6: Handling Notes and Secondary Contacts. Chapter 7: Details and Referrals. Chapter 9: Scheduling Activities. Chapter Viewing Scheduled Activities.
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Chapter Dealing with and Completing Scheduled Activities. Chapter Sales Forecasting. Part IV: Marketing and Support. Chapter Managing Your Leads.
Chapter Managing Your Marketing. Chapter Handling Cases.
Part V: Managing Documents. Chapter Integrating with Word. Chapter Sending and Receiving E—Mail. Chapter Using Outlook.
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Chapter Linking Documents. Chapter The Knowledge Base. Chapter Graphical and Statistical Analysis.
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Chapter The Reporting System. Chapter Opportunity and Project Manager. Chapter Managing Relationships. Chapter Creating New Labels and Fields. Chapter Creating and Modifying Lookup Lists. Chapter Automated Processes. Chapter Ten Useful Add—Ons. Neem contact met mij op over Events Sprekers Incompany.
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And you know it can be a bit daunting. GoldMine is business software designed to help you organize your contacts, track activities, schedule appointments, create reports that tell you how you're doing, and make accurate business projections. Les mer.