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GoldMine Training Options 

         

Click  for choice in Training, Video or Onsite

 

Different users require different training. That's why HS Consulting Group offers a wide variety of choices. We offer on or-off site training as well as online video training, for both public and private classes. Let us know your training needs and we will customize a training session that is right you.

Are you a novice and need to learn the basics of navigating through the GoldMine system? Have you been working with GoldMine for a while, but want to learn how to do more with the data you have collected? Are you a GoldMine Administrator (or given the responsibilities of one) and need to know how to maintain the system?

HS Consulting Group can help to get your skill-set up to speed quickly so that you and your team can get the most out of your GoldMine investment!

Each participant gets a clear and easy to understand and use reference manual. Custom classes can mix and match topics to meet your company needs.

GoldMine Basics

  • Introduction

  • Getting Acquainted

  • Adding Records

  • Finding Contacts

  • Contact Maintenance

  • Calendars

  • Scheduling

  • Filters

  • Correspondence

  • E-Mail

  • Reports

  • The Relationship Tab

  • GoldMine Preference

Download Full Class Agenda

 

GoldMine Systems Administrator

  • Setting up GoldMine users

  • User Preferences

  • The Internet

  • Using the Knowledgebase

  • Synchronization with Remote Users

  • Customizing Toolbars

  • Automated Processes

  • Data Maintenance

  • Import/Export

  • License Manager

  • Using INI Files

Download Full Class Agenda

(coming Soon)

 

GoldMine Sales

  • Editing Contacts

  • Advanced Filters

  • Groups

  • Advanced Scheduling

  • Advanced Correspondence

  • Literature Fulfillment

  • Messaging

  • Advanced E-Mail

  • Using the Info Center

  • Customizing GoldMine

  • Opportunity/Project Management

Download Full Class Agenda