1. Features

2. Features
alerts
macros

3. Record Basic ( tombstone ) information 999 UDF’s.. ..FYend ..Sports
Filing cabinet, with tabs
..LastYr$

4. Info center Library for your department(s)
Summarize with text or attach
Docs/ Spreadsheets/ Pics/ Sound
like an “intranet”

5. Email similar to outlook but filed directly into the contacts history
no need to cc others, when sending
no need to forward copies

6. Calendar * share calendar with others
schedule appt & calls (with alarms)
Document phone calls & appts
Tag record for future data mining

7. Page (Alarm) GoldAlarm module no response time frame ….. ….. pager
….cell phone ( )

8. Sales Forecasting Schedule a forecasted sale
View summary for the week/ month/ yr
Complete sales for history

9. Reports View/ print client lists Print client address labels
Print day timers

10. Organization Chart A Handy way to group clients
Group records under corporate HQ
Group records under Agencies
Group records under Types

11. Links & Template Forms
GoldMine populates Word & Excel with selected fields
Corporate letters can be merged & printed/ ed/ faxed
Individual form letters can be made
Client letters may be linked to a common area

12. 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 , internet, network, even floppy
any changes are validated, as to most recent
this process can be either manual, or automated…

13. 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

14. Web Imports Advertising campaign, with forms to fill out
Prepare your mailers
, include your website
Setup the GoldMine form
….no need to input manually !

15. Miscl
Alerts
Macros
Filters & GROUPS

16. Help Use the GoldMine Help library Patb @goldminetrainer.com
1/quarter hrs response time
Goto support
Movies & docs