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| Introduction | |
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| How to Use This Book | |
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| Conventions Used in This Book | |
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| Foolish Assumptions | |
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| How This Book is Organized | |
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| Icons Used in This Book | |
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| Where To Go from Here | |
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| GoldMine Basics | |
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| GoldMine: An Overview | |
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| All the Great Stuff You Can Do with GoldMine | |
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| Putting all your contacts into GoldMine | |
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| Keeping track of your life | |
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| Communicating with the outside world | |
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| Intranet, schmintranet | |
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| Keeping tabs on your projects | |
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| Setting up Automated Processes | |
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| Even a Great Piece of Software Can't Do Everything! | |
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| Use your own word processor | |
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| Get some faxing software | |
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| Get some accounting, quoting, and mapping software | |
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| GoldMine Can Help You Plan for Success | |
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| Don't Forget That Key Ingredient: Training | |
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| Getting Around in GoldMine | |
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| The Main Screen | |
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| The main menu and drop-down lists | |
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| The GoldMine toolbars | |
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| The four quadrants of contact information | |
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| File folder tabs | |
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| The status line | |
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| Additional Navigational Tools | |
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| Using the right mouse button | |
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| Using browse windows | |
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| Using F2 lookups | |
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| Setting User Preferences | |
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| Personal Preferences | |
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| Record Preferences | |
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| Calendar Preferences | |
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| Schedule Preferences | |
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| Alarms Preferences | |
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| Lookup Preferences | |
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| Toolbar Preferences | |
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| Internet Preferences | |
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| Modem Preferences | |
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| Miscellaneous Preferences | |
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| Login Preferences | |
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| Managing Contacts | |
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| Creating and Viewing Client Records | |
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| Creating a New Record | |
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| Dealing with Jr., Sr., and III | |
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| Entering U.S. telephone numbers | |
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| Entering telephone numbers for the rest of the world | |
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| E-mail addresses--you've got to collect 'em | |
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| Entering Web site addresses | |
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| Checking for duplicate records | |
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| Finding a Record in Your Database | |
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| The official way to find a record | |
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| The secret and fast way to find a record | |
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| Using a Custom Field | |
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| Who needs custom fields anyway? | |
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| How custom fields get onscreen | |
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| Accessing field views | |
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| Entering Notes and Secondary Contacts | |
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| The Main Notepad | |
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| What to put in the main notepad | |
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| Starting a new note | |
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| The Contacts Tab | |
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| Entering a new secondary contact | |
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| Editing an existing secondary contact | |
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| Swapping the secondary contact with the primary one | |
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| Converting a secondary record to a stand-alone record | |
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| Details and Referrals | |
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| Taking Care of the Details | |
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| Using existing details | |
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| Entering new details | |
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| Modifying an existing detail | |
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| Creating your own details | |
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| More fields you can use with details | |
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| Making Use of Referrals | |
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| Managing Activities | |
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| Scheduling Activities | |
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| Defining Activities | |
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| Viewing the Calendar | |
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| Scheduling Activities | |
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| Filling in the Scheduling screen | |
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| Rescheduling an Activity | |
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| Scheduling Activities for Other People | |
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| Scheduling Recurring Activities | |
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| Viewing Scheduled Activities | |
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| Viewing Activities Using the Calendar | |
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| Viewing open activities with the Calendar | |
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| Viewing completed activities from the Calendar | |
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| Modifying the listing within each Calendar activity | |
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| Checking the Activity List | |
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| Getting back to the account | |
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| Changing the focus of the Activity list | |
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| Forwarding activities | |
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| Viewing Groups of Users on the Calendar | |
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| Dealing with and Completing Scheduled Activities | |
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| Four Ways to Complete Your Activities | |
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| Delegating activities to other people | |
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| Rescheduling activities | |
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| Deleting activities | |
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| Ignoring activities | |
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| The Best Action to Use to Complete an Activity | |
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| Completing from the Calendar | |
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| Completing from the Activity List | |
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| Completing from the Pending tab | |
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| Sales Forecasting | |
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| Entering Quotas and Forecasts | |
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| Setting up a quota | |
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| Entering a forecast | |
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| Viewing Your Sales Pipeline | |
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| Analyzing sales in tabular format | |
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| Analyzing sales in graphical format | |
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| Viewing individual items in the forecast | |
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| Forecast reports | |
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| Viewing a Group Forecast | |
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| Going from Forecasting to Commission Tracking | |
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| Sending and Receiving Correspondence | |
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| Using Filters and Groups | |
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| Understanding Filters | |
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| Accessing the filter system | |
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| Creating and using a new filter | |
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| Releasing a filter | |
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| Counting records in a filter | |
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| Building and Using Groups | |
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| Building groups from filtered records | |
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| Building groups from manually tagged records | |
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| Sending and Receiving E-Mail | |
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| Configuring your E-Mail system | |
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| Entering your ISP's account information | |
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| Setting options for composing your messages | |
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| Sending E-Mail Messages | |
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| Addressing a message | |
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| Composing the body of a message | |
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| Completing a message | |
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| Sending messages to a group | |
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| Getting Your Mail | |
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| I just wanna get my e-mail already | |
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| Defining rule conditions | |
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| Defining Rule Actions | |
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| Faxing Made Simple | |
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| Selecting Fax Software | |
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| Using third-party software | |
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| Using service bureau software | |
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| Sending a Fax | |
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| Creating a template | |
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| Sending a fax to one contact | |
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| Sending a fax to more than one contact | |
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| Linking Documents | |
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| Exploring the Links Tab | |
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| Linking Files Automatically | |
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| Linking word-processing documents | |
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| Linking e-mails | |
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| Linking faxes | |
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| Manually Linking Files and Folders | |
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| Using the local menu | |
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| Using drag-and-drop | |
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| Accessing Linked Documents | |
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| Distributing Information to Your Team | |
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| The InfoCenter | |
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| Navigating the InfoCenter | |
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| How InfoCenter is organized | |
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| Searching the InfoCenter | |
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| Creating new InfoCenter Books, Folders, and Topics | |
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| Creating an InfoCenter book | |
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| Editing entries in your InfoCenter | |
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| Notifying Your Staff of Important Changes | |
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| Using the What's new? tab | |
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| Assigning an alert to a contact record | |
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| Literature Fulfillment | |
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| Configuring the Fulfillment Center | |
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| The LFC toolbar | |
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| The data sections | |
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| Creating and modifying your Literature List | |
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| Sending Literature Requests | |
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| Requesting literature for multiple contacts | |
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| Graphical and Statistical Analysis | |
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| Displaying Account Statistics | |
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| Setting Quotas and Measuring Performance against Them | |
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| Assigning a quota | |
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| Analyzing sales versus quota | |
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| Stats, Stats, and More Stats | |
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| Using the Forecast Analysis | |
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| Using Graphical Analysis | |
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| Using Leads Analysis | |
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| The Reporting System | |
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| Choosing a Report Category | |
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| Generating a GoldMine Report | |
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| Choosing the report type | |
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| Sorting and selecting data for your reports | |
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| Displaying and Printing Reports | |
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| Setting up your printer | |
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| Sending a report to a printer | |
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| Sending a report to display on-screen | |
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| Modifying Existing Reports | |
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| Structuring your report | |
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| Adding new fields | |
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| Adding a label | |
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| Creating Custom Reports | |
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| Using Alternatives to the Built-in Reporting System | |
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| Excel | |
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| Access | |
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| Crystal Report Writer | |
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| GoldReporter | |
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| Customizing GoldMine | |
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| Creating New Labels, Fields, and Views | |
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| Changing a Field Label Onscreen | |
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| Adding New Fields to Your Database | |
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| Creating a new field | |
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| Rebuilding your database | |
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| Editing and deleting a field | |
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| Organizing and Creating Field Views | |
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| Cloning a new view | |
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| Displaying New Fields | |
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| Creating and Modifying Lookup Lists | |
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| Using Existing Lookup Lists | |
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| Customizing Your Own Lookup Lists | |
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| Getting rid of the standard lookup entries | |
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| Creating new entries | |
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| Setting lookup list options | |
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| Using the punctuation tools | |
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| Importing and Exporting Data | |
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| Using the Import Wizard to Import Data | |
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| Importing new files | |
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| Creating your own import profiles | |
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| Estimating import time | |
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| Importing from Spreadsheets | |
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| Converting Data from ACT | |
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| Importing ACT's user-defined fields | |
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| Importing additional ACT fields | |
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| More ACT conversion words of wisdom | |
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| Advanced Importing Using GoldBox | |
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| Exporting Data from GoldMine | |
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| Advanced Stuff | |
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| Opportunity and Project Manager | |
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| The Opportunity/Project Manager | |
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| The Opportunity Manager and its functions | |
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| Getting to know the Opportunity tabs | |
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| Closing and Converting Opportunities | |
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| Remote Synchronization | |
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| Synchronizing Your Data | |
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| Using sneaker-net to share data | |
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| Palm Pilot, Windows CE, and Outlook 2000 | |
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| Sharing Data Automatically by Using GoldSync | |
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| Reviewing GoldSync terminology | |
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| Looking at sync logs | |
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| Troubleshooting GoldSync | |
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| Automated Processes | |
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| Designing Automated Processes | |
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| Developing Tracks | |
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| Setting process properties | |
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| Choosing a trigger | |
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| Actions speak louder than words | |
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| Attaching Tracks to Records | |
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| Attaching a track to a contact record | |
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| Attaching a track to multiple contact records | |
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| Programming Events | |
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| Preemptive events | |
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| Sequential events | |
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| Executing a Process | |
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| The Part of Tens | |
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| Ten Add-on Products | |
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| Using FaxRush to Fax from GoldMine | |
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| Importing and Manipulating Your Data with GoldBox | |
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| Fixing Your Area Codes with Split Wizard | |
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| Never Get Lost: Using Mapping Systems | |
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| Custom Reporting | |
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| Creating Price Quotes | |
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| Creating Proposals with ProposalMaster | |
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| Making GoldMine Simpler to Use | |
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| Tracking Expenses and Commissions | |
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| HEATing up the Help Desk | |
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| Ten Outside Resources | |
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| Using GoldMine Dealers | |
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| Top10 Partners | |
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| Platinum Partners | |
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| Gold Partners | |
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| Authorized dealers | |
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| Authorized Training Centers | |
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| Public classes | |
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| Private classes | |
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| User Groups | |
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| Electronic Training | |
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| Newsgroups | |
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| Tech Support from GoldMine | |
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| Premium support options | |
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| On the Web | |
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| GoldMine free telephone support | |
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| GoldSync free telephone support | |
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| GoldMine support by fax | |
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| GoldMine Premium Support: Pay-per-Incident | |
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| GoldMine Premium Support: Pay-per-Minute | |
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| Help Desks | |
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| Networks, Licenses, and Versions | |
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| Networks That Work with GoldMine | |
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| Tuning Other Networks to Work with GoldMine | |
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| OEM Version B | |
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| Novell Client 32 | |
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| Windows NT 3.51 | |
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| Checking your Windows NT 4.0 Service Pack version | |
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| Installing GoldMine | |
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| Different Versions of GoldMine | |
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| Standard version | |
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| GoldSync | |
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| Enterprise version | |
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| Builds, upgrades, and bumps | |
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| Licensing Issues | |
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| Index | |
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| Book Registration Information | |