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GoldMine for Dummies

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ISBN-10: 0764506080

ISBN-13: 9780764506086

Edition: 2000

Authors: Joel Scott

List price: $21.99
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GoldMine provides the tools businesses need to gather, store and analyse customer information in order to win - and more importantly - retain customers. This text is designed for the busy sales professional who needs a quick reference resource.
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Book details

List price: $21.99
Copyright year: 2000
Publisher: John Wiley & Sons, Incorporated
Publication date: 3/7/2000
Binding: Paperback
Pages: 384
Size: 7.50" wide x 9.25" long x 0.75" tall
Weight: 1.430
Language: English

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