Extent:
1 online resource (386 pages)
Series:
Type of publication: Book / Working Paper
Language: English
Notes:
Description based on publisher supplied metadata and other sources.
GoldMine 8 For Dummies; About the Author; Author's Acknowledgments; Contents at a Glance; Table of Contents; Introduction; The Various Flavors of GoldMine; How to Use This Book; Foolish Assumptions; How This Book Is Organized; Conventions Used in This Book; Icons Used in This Book; Where to Go from Here; Part I: GoldMine Premium Basics; Chapter 1: GoldMine: An Overview; Discovering Everything that GoldMine Can Do; Investigating a Few of the Things GoldMine Isn't Designed to Do; Planning a Successful Project; Providing Training: The Key to Success; Chapter 2: Getting Around in GoldMine
Understanding the GoldMine InterfaceThe status bar; Getting Help; Chapter 3: Setting Up Your Preferences; Customizing Your Tabs; Customizing All Your Preferences; Chapter 4: Accessing GoldMine Remotely; Securing Your Data; Syncing Up with GoldSync; Adding iGoldMine Plus; Accessing GoldMine with Remote Desktop; Using Handheld Devices; Part II: Managing Contacts; Chapter 5: Creating and Viewing Client Records; Creating New Records; Finding a Record in Your Database; Using a Custom Field; Chapter 6: Handling Notes and Secondary Contacts; The Main Notepad; The Contacts Tab
Chapter 7: Details and ReferralsTaking Care of the Details; Making Use of Referrals; Chapter 8: Using Filters, Groups, and SQL Queries; Building and Using Filters; Building and Using Groups; Building and Using SQL Queries; Part III: Managing Activities; Chapter 9: Scheduling Activities; Defining Activities; Creating Activities; Entering Activities on the Calendar; Filling in the Scheduling Dialog Box; Rescheduling an Activity; Scheduling Activities for Other People; Using the iCal Features; Scheduling Recurring Activities; Chapter 10: Viewing Scheduled Activities
Viewing Activities Using the CalendarChecking the Activity List; Viewing Groups of Users on the Calendar; Chapter 11: Dealing with and Completing Scheduled Activities; Four Ways to Complete Your Activities; The Best Way to Complete an Activity; Chapter 12: Sales Forecasting; Setting up Quotas; Entering Your Forecasts; Viewing Your Sales Pipeline; Completing Your Forecasts; Part IV: Marketing and Support; Chapter 13: Managing Your Leads; Importing Leads into GoldMine; Assigning Leads to Users; Analyzing Your Leads; Using Automated Processes; Chapter 14: Managing Your Marketing
Using the Campaign ManagerUsing the Essential Fields for Marketing with GoldMine; Chapter 15: Handling Cases; Configuring Your Case Setup; Using Templates; Handling Cases; Using Your Knowledge Base; Part V: Managing Documents; Chapter 16: Integrating with Word; Understanding What Versions Work Together; Creating Templates; Using Your Templates; Chapter 17: Sending and Receiving E-Mail; Configuring Your E-Mail System; Sending E-Mail Messages; Getting Your Mail; Chapter 18: Using Outlook; What Versions Work Together; The Three Options for Outlook; Using GISMO; Chapter 19: Linking Documents
Exploring the Links Tab
ISBN: 978-0-470-24916-1 ; 0-7645-9834-1 ; 978-0-7645-9834-0 ; 978-0-7645-9834-0
Source:
ECONIS - Online Catalogue of the ZBW
Persistent link: https://www.econbiz.de/10012685093