Vertical Marketing Inc. - Training Course Outline


Training Course Outline

Public Training Course Syllabi

GM 101 — Introduction to GoldMine Manual: GoldMine QuickStart Manual	Cost: $295 9:30 a.m. - 4:30 p.m.
Introduction to GoldMine • Launching GoldMine • The GoldMine Record Window • The Tab Bar • The Menu Bar The Primary Data Areas • What is a field? • The F2 Lookup Menu • Viewing Different Contacts • Searching for a Contact The Tab Bar • Overview of: • Summary • Referrals • Members • Tracks • Opportunity • Project • Utilizing: • Fields • Notes • Contacts • Adding a New Contact	The Tab Bar (cont.) • Utilizing: • Adding an Additional Contact • Sending and Retrieving E-Mail • Details • Links Scheduling and Completing Activities • Scheduling An Activity • Activity Codes • Pending Activities • The Calendar • Completing An Activity • Result Codes • Historical Activities • The Calendar Time Management • The Calendar Views • The Activity List The Menu Bar

GM 102 — Intermediate GoldMine
Manual: GoldMine Intermediate Manual

Cost: $395
9:30 a.m. - 4:30 p.m.

Filters
• Concept of Filters
• Building a Simple Filter
• Utilizing AND, OR, ( )
• Combining Two Filters (Drill Down)
• Optimization
• Utilizing Filters

Groups
• Concept of Groups
• Creating a Group from a Filter
• Creating a Group from a Previewed Filter
• Creating a Group from "Tagged" Records
• Creating a Group from a Detail Record
• Creating a Group Based on a Scheduled and Completed Activities

Advanced Scheduling
• Scheduling for Multiple Users
• Checking for Available Time
• Scheduling a Recurring Activity
• Creating Resources
• Scheduling (reserving) a Resource
• Scheduling to a Group

Letter Templates
• Creating a New Template
• Utilizing Letter Templates
• Default Templates

E-Mail Templates
• Creating an E-Mail Template
• Utilizing E-Mail Templates
• Default Templates

Literature Fulfillment Center
• Creating Literature
• Scheduling Literature
• Fulfilling Literature

Opportunity Manger / Project Manager
• What is an Opportunity?
• Creating a New Opportunity
• Defining Opportunity Details
• Completing an Opportunity
• The Pipeline

InfoCenter
• What is the InfoCenter?
• Populating the InfoCenter
• Utilizing the InfoCenter

User Preferences

GM 201 — GoldMine Database Administrator I Manual: GoldMine Advanced Manual	Cost: $595 9:30 a.m. - 4:30 p.m.
Setting Up New Users and Security • User Master File • Creating a New User • Setting User Security • Creating a User Template • Creating User Groups • Using Group Security Field Customization • Modifying Field Labels • Modifying the Lookup Menu • Altering Field Properties • Creating Custom Views • Creating Custom Fields • Creating Expanded Details	Import Export • Creating a New Database • Import Wizard • Transferring Between Contact Sets • Export Administrative Tools • Merge / Purge • Delete Records Wizard • Globally Replace a Field • Territory Realignment The Microsoft Word Link

GM 201 — GoldMine Database Administrator II
Manual: GoldMine Advanced Manual Addendums

Cost: $595
9:30 a.m. - 4:30 p.m.

The GoldMine Database
• Structure
• GoldMine Directory
• GMBASE Directory
• Contact Directories
• Linked Document Directory
• Creating New Databases
• Rehosting Databases
• DBASE vs. SQL

Database Maintenance
• Backing Up GoldMine
• Re-indexing GoldMine • Databases
• Rebuilding GoldMine • Databases
• Rebuilding Individual Files
• Performance Tests
• NetUpdates
• Common Database Errors
• Borland Database Engine
• Help About
• The GM.ini

Reporting
• Running Default Reports
• Designing Custom Reports
• Adding Pre-Built Reports
• Sorting Reports
• DBASE Expressions in Reports

Introduction to DBASE Expressions and SQL Queries
• Basic DBASE Commands
• Testing DBASE in GoldMine
• Inserting DBASE into Reports
• Inserting DBASE into Fields
• Editing Filters Using DBASE
• Basic SQL Commands
• Basic SQL Query

The Lookup.ini
• The Basic Lookup.ini
• Understanding Advanced • Lookup.ini's
• INI Evaluation
• Automated Processes

Macros
• Why Use a Macro?
• Building a Macro
• Running a Macro

GM 103 — GoldMine for Managers Manual: T.B.A.
Coming soon!

Directions to the Training Center

Terms and conditions: Vertical Marketing reserves the right to cancel public classes that do not meet a minimum attendee requirement no less than 3 business days before the class date. You may cancel your registration up to five business days before the date of the class. Cancellations less than five days pay a 20% cancellation fee. Cancellations received less than 24 hours prior to class pay a 50% cancellation fee, which may be applied toward registration in a future class.