Azura Solutions

Goldmine Training

 

For more information or to book, please contact us

Course Objectives Pre-requisites
Managing Your Time with GoldMine (GMST1)
  • Introduce new users to GoldMine concepts
  • Develop confidence and effective use of Contact Records, scheduling and completing single and multi-user activities, the calendar and Activity List
  • Exploring GoldMine reports
  • Practice using the new GoldMine skills to develop speed and efficiency
None
Effective Marketing (GMST2)
  • Create and track mailshots via letters and electronic mail.
  • Learn through practice on how to set up effective templates for mailing letters and emails.
  • Timesaving tips on editing the templates for re-use.
  • Practice merging letters and e-mails to a group of contacts
GMST1
Effective Administration (GMST3)
  • Maintaining, validating and archiving databases
  • Setting up detail records and additional information lists
  • Merging duplicate records
  • Learn through practice on how to set up effective templates for mailing letters and emails.
  • Administering & configuring User settings
  • Using Net Update
  • Configuring & controlling Look Up lists
  • Modifying reports
GMST2
GoldMine Refresher (GMST4)
  • An intensive overview of the main topics in GMST1 and GMST2
  • The course is suitable as a refresher or top up to in-house training from another user
  • Detailed practice and in-depth queries will be attended to where time allows
Some previous GoldMine training
 
 
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