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GoldMine 8 For Dummies (0470249161) cover image

GoldMine 8 For Dummies

ISBN: 978-0-470-24916-1
364 pages
January 2008
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Part I: GoldMine Premium Basics.

Chapter 1:GoldMine: An Overview.

Chapter 2:Getting Around in GoldMine.

Chapter 3: Setting Up Your Preferences.

Chapter 4: Accessing GoldMine Remotely.

Part II: Managing Contacts.

Chapter 5: Creating and Viewing Client Records.

Chapter 6: Handling Notes and Secondary Contacts.

Chapter 7: Details and Referrals.

Chapter 8: Using Filters, Groups, and SQL Queries.

Part III: Managing Activities.

Chapter 9: Scheduling Activities.

Chapter 10: Viewing Scheduled Activities.

Chapter 11: Dealing with and Completing Scheduled Activities.

Chapter 12: Sales Forecasting.

Part IV: Marketing and Support.

Chapter 13: Managing Your Leads.

Chapter 14: Managing Your Marketing.

Chapter 15: Handling Cases.

Part V: Managing Documents.

Chapter 16: Integrating with Word.

Chapter 17: Sending and Receiving E-Mail.

Chapter 18: Using Outlook.

Chapter 19: Linking Documents.

Part VI: Organizing and Distributing Information.

Chapter 20: The Knowledge Base.

Chapter 21: Graphical and Statistical Analysis.

Chapter 22: The Reporting System.

Chapter 23: Opportunity and Project Manager.

Chapter 24: Managing Relationships.

Part VII: Customizing GoldMine.

Chapter 25: Creating New Labels and Fields.

Chapter 26: Creating and Modifying Lookup Lists.

Chapter 27: Automated Processes.

Chapter 28: GM+View and GM+Browser.

Chapter 29: Integrating GoldMine with Your Web Site.

Part VIII: The Part of Tens.

Chapter 30: Ten Useful Add-Ons.

Chapter 31: The Ten Most Important New Developments Since 6.0.


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