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Features

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.

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Features

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  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 (email)

  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/ emailed/ 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 email, 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 48hrs response time • www.goldmine.ca Goto support • www.9-1-1.ca Movies & docs

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