Features
Features alerts macros
Record Basic ( tombstone ) information 999 UDF’s.. ..FYend ..Sports Filing cabinet, with tabs ..LastYr$
Info center Library for your department(s) Summarize with text or attach Docs/ Spreadsheets/ Pics/ Sound like an “intranet”
Email similar to outlook but filed directly into the contacts history no need to cc others, when sending no need to forward copies
Calendar * share calendar with others schedule appt & calls (with alarms) Document phone calls & appts Tag record for future data mining
Page (Alarm) GoldAlarm module no response time frame ….. ….. pager ….cell phone (email)
Sales Forecasting Schedule a forecasted sale View summary for the week/ month/ yr Complete sales for history
Reports View/ print client lists Print client address labels Print day timers
Organization Chart A Handy way to group clients Group records under corporate HQ Group records under Agencies Group records under Types
Links & Template Forms GoldMine populates Word & Excel with selected fields Corporate letters can be merged & printed/ emailed/ faxed Individual form letters can be made Client letters may be linked to a common area
Synchronization synchronizing creates a packet, of all changes, …since the last creation date this packet is received by the other side… …be it server or remote …by email, internet, network, even floppy any changes are validated, as to most recent this process can be either manual, or automated…
AP- Automated Processes Like having a dedicated administrator… .. overseeing dept operations Start by mapping out customer contact process Transfer process to GoldMine Run manually, or unattended
Web Imports Advertising campaign, with forms to fill out Prepare your mailers , include your website Setup the GoldMine form ….no need to input manually !
Miscl Alerts Macros Filters & GROUPS
Help Use the GoldMine Help library Patb @goldminetrainer.com 1/quarter 48hrs response time www.goldmine.ca Goto support www.9-1-1.ca Movies & docs