GoldMine 8 For Dummies (eBook)

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 1

Part I: GoldMine Premium Basics 9

Chapter 1: GoldMine: An Overview 11

Chapter 2: Getting Around in GoldMine 19

Chapter 3: Setting Up Your Preferences 29

Chapter 4: Accessing GoldMine Remotely 45

Part II: Managing Contacts 51

Chapter 5: Creating and Viewing Client Records 53

Chapter 6: Handling Notes and Secondary Contacts 65

Chapter 7: Details and Referrals 75

Chapter 8: Using Filters, Groups, and SQL Queries 83

Part III: Managing Activities 97

Chapter 9: Scheduling Activities 99

Chapter 10: Viewing Scheduled Activities 115

Chapter 11: Dealing with and Completing Scheduled Activities 127

Chapter 12: Sales Forecasting 135

Part IV: Marketing and Support 147

Chapter 13: Managing Your Leads 149

Chapter 14: Managing Your Marketing 157

Chapter 15: Handling Cases 167

Part V: Managing Documents 177

Chapter 16: Integrating with Word 179

Chapter 17: Sending and Receiving E-Mail 187

Chapter 18: Using Outlook 207

Chapter 19: Linking Documents 213

Part VI: Organizing and Distributing Information 221

Chapter 20: The Knowledge Base 223

Chapter 21: Graphical and Statistical Analysis 231

Chapter 22: The Reporting System 245

Chapter 23: Opportunity and Project Manager 261

Chapter 24: Managing Relationships 273

Part VII: Customizing GoldMine 281

Chapter 25: Creating New Labels and Fields 283

Chapter 26: Creating and Modifying Lookup Lists 297

Chapter 27: Automated Processes 305

Chapter 28: GM+View and GM+Browser 317

Chapter 29: Integrating GoldMine with Your Web Site 327

Part VIII: The Part of Tens 333

Chapter 30: Ten Useful Add-Ons 335

Chapter 31: The Ten Most Important New Developments Since 6.0 341

Index 347