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CRM training courses and schools
Customer Relationship Management

School: ABC Dee Training
[All Courses]

GoldMine Advanced Level
Course Format: On-site
Revision of Introduction Course Assigning E-mail & Mail Merge Codes Analysis Features Activity Management Building Subsets of Data (Filters/Groups) GoldMine E-mail Templates Creating E-mails Using E-mail Templates within GoldMine Linking and Filing E-mails Against Contacts Integration with Outlook Document Templates Creating Word Templates from within GoldMine Using Word...
 

GoldMine Systems Administrator
Course Format: On-site
File & Record Structure Installing GoldMine to Networked PCs The Borland Database Engine Installing the Link to MS Word Creating and Administrating Users and Configuring Groups Including Security Options Setting Preferences Configuring Toolbar Settings Creating Macros Maintaining Lookup Tables (Pick Lists) Changing Field Labels Creating New User-defined Screens ...
 

School: Wizard Systems
[All Courses]

Marketing with GoldMine
Course Format: Classroom
Marketing with GoldMine (1 Day) Advanced Filters and groups Mail Merge and E-mail Merge Basic Automated Processes Linking to your Web Site Managing a Campaign Marketing reports
 

GoldSync
Course Format: Classroom
GoldSync Training (1 day) Setting up a synchronisation server Setting up Sites and Remote Users Installing Remote GoldMine Send and Receive Options Linked Document Synchronisation
 

GoldMine Systems Administrator
Course Format: Classroom
GoldMine Systems Administrator Training (1 Day) Customisation (Fields and Detail Records) Users and Security Importing and Exporting Database Structures De-duplicating data Global Replace
 

GoldMine Advanced
Course Format: Classroom
GoldMine Advanced Training (1 day) Opportunity and Project Manager Advanced Filters and Groups The link to Word Macros User Preferences Organisation Tree Creating and Amending GoldMine Reports
 

GoldMine Introduction
Course Format: Classroom
Layout of GoldMine and Navigation Finding Information Entering New Contact Records Managing Activities Correspondence Simple Filters and Advanced Searches Basic Reports Great for anyone new to GoldMine
 

HEAT Administrator
Course Format: Classroom
HEAT Administrator (2 - 4 Days) Module 1 HEAT Overview Call Logging Basics HEAT Board Adding Customers Profile Searches Calls on Hold Attachments Asset Configuration Transfer Mail Alarms Module 2 Call Groups Hot Lists Autotasks Module 3 Databases - Brief overview Quick Customise Edit sets Constrained Validation Module 4 Import / Export ...
 

HEAT Call Logging
Course Format: Classroom
HEAT Call Logging (1 - 2 Days) Subset Screen Call Log Screen Detail Screen Assignments Journals Alert Monitor Additional Functions Print Calls Re-open Calls Delete Calls Profile Searches Adding Customers Creating Call Groups HEAT Features Calls on Hold Call Locking File Attachments Configure Tools Asset Transfer Heat Mail Alarms
 

QuoteWerks
Course Format: Classroom
QuoteWerks Training plays an important role in maximising the value of your QuoteWerks Software investment. We work with our customers to develop a complete end-to-end QuoteWerks Training plan that achieves meaningful and specific deliverables for your organisation. This approach enables QuoteWerks administrators, and end users to obtain the knowledge and skills needed - minimising training tim...
 

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