GoldMine 8 For Dummies

Joel Scott is the president of the Computer Control Corporation, a technology consulting company founded in 1985. Mr. Scott began selling GoldMine software in 1991. The company has been awarded FrontRange’s “GoldMine Top-10 Dealer” award eight times since then and has received numerous other awards for GoldMine training and best practices.In 2007, Computer Control Corporation joined with Core Solutions, Inc., headquartered in Newton, Massachusetts. The newly combined company continues to sell and support GoldMine as well as several other well-known CRM products, such as Microsoft CRM and SalesLogix.This is Mr. Scott’s fourth GoldMine For Dummies book, and these sit on his bookshelf right next to the two Microsoft CRM For Dummies books that he has co-authored.Always happy to hear from readers, Mr. Scott can be reached at dummy@ccc24k.com. To assure a response, please include all your contact information.

• Introduction 1Part I: GoldMine Premium Basics 9Chapter 1: GoldMine: An Overview 11Chapter 2: Getting Around in GoldMine 19Chapter 3: Setting Up Your Preferences 29Chapter 4: Accessing GoldMine Remotely 45Part II: Managing Contacts 51Chapter 5: Creating and Viewing Client Records 53Chapter 6: Handling Notes and Secondary Contacts 65Chapter 7: Details and Referrals 75Chapter 8: Using Filters, Groups, and SQL Queries 83Part III: Managing Activities 97Chapter 9: Scheduling Activities 99Chapter 10: Viewing Scheduled Activities 115Chapter 11: Dealing with and Completing Scheduled Activities 127Chapter 12: Sales Forecasting 135Part IV: Marketing and Support 147Chapter 13: Managing Your Leads 149Chapter 14: Managing Your Marketing 157Chapter 15: Handling Cases 167Part V: Managing Documents 177Chapter 16: Integrating with Word 179Chapter 17: Sending and Receiving E-Mail 187Chapter 18: Using Outlook 207Chapter 19: Linking Documents 213Part VI: Organizing and Distributing Information 221Chapter 20: The Knowledge Base 223Chapter 21: Graphical and Statistical Analysis 231Chapter 22: The Reporting System 245Chapter 23: Opportunity and Project Manager 261Chapter 24: Managing Relationships 273Part VII: Customizing GoldMine 281Chapter 25: Creating New Labels and Fields 283Chapter 26: Creating and Modifying Lookup Lists 297Chapter 27: Automated Processes 305Chapter 28: GM+View and GM+Browser 317Chapter 29: Integrating GoldMine with Your Web Site 327Part VIII: The Part of Tens 333Chapter 30: Ten Useful Add-Ons 335Chapter 31: The Ten Most Important New Developments Since 6.0 341Index 347