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Note: web-based training is presented live and is copyrighted by Core Solutions, Inc. Unauthorized recording and/or distribution of the presentation or supplied materials is strictly prohibited. All dates are subject to change without notice.
Web-Based Training: GoldMine 101 End User Basics (Premium Edition) Cost: $209*
* Register for both 101/102 and get a discounted rate: $399
Wednesdays July 21, August 18, September 22
- Overview of GoldMine Main Screen
- Entering new Clients/Prospects
- Updating Records
- Locating Records
- The Tabs
- Scheduling Activities
- Using the Calendar
- Completing Activities
- Sales Forecasting
- Overview of GoldMine's Email Client
* Register for both 101/102 and get a discounted rate: $399
Thursdays July 22, August 19, September 23
- Activity Lists
- Basic Filters
- Tagging Records
- Creating and Utilizing Groups
- Document Management Center
- Linking WORD to GoldMine
- Creating Template Documents in WORD
- Performing Advanced Mail Merge Functions
- GoldMine's InfoCenter
- Reports Overview
Discounted rate ($399) if you simultaneously register for 101 and 102
Register: July 21/22 | Register: August 18/19 | Register: September 22/23
Web-Based Training: GoldMine Admin (Versions 5.x-Premium Edition) Cost: $499
Thursdays July 15, August 12, September 16 (9:30 - Noon -- 1-hour break -- 1:00 - 3:30 PM Eastern)
- GoldMine Database Structure
- Adding New Users
- Adding Custom Fields and Field Views
- Lookup List Mgt & Security Considerations
- License Manager
- Exporting/Importing Records
- Global Replace Wizard
- Territory Realignment
- De-Duping and Merge/Purge
- System Logs Overview