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8:30 to 9:00 AM -Arrival
GoldMine Introduction
GoldMine Contact Screen
GoldMine Tool Bar
GoldMine Tab Bar
Primary Data Entry
Creating a New Contact Record
Adding Secondary Contacts
Editing Contact Information
Entering Notes
Entering Additional Information
Summary Information
Field Information
Profile Information
Designating Referrals
10:15 to 10:30 AM -Morning Break
Finding Records
Finding Primary Contact Records
Finding Profile Records
Searching Primary Fields
Searching Summary Fields
Searching User-Defined Fields
Searching the Notepad
Interacting with Your Contacts
Scheduling an Appointment
Scheduling a Phone Call
Scheduling a Next Action
Scheduling a To Do
Scheduling a Forecasted Sale
Scheduling an Other Action
Viewing Scheduled Activities
Clearing Scheduled Activities
Using the Timer
11:45 to 12:45 PM -Lunch
Using the Calendar
Scheduling an Activity via the Calendar
Rescheduling/Editing an Activity via the Calendar
Viewing a Contact Record via the Calendar
Introduction to Telemarketing
Viewing Topic Scripts
Using Questionnaires
Reports
Creating Filters
Using Filters
Creating Groups
Using Groups
Printing Standard Reports
Changing Report Sort Criteria
2:45 to 3:00 PM -Afternoon Break
Correspondence
Writing Letters Using Merge Forms
E-mail
Synchronization
Synchronization via RAS for the first time
Synchronization via RAS (On-going)
4:30 PM -Questions
CERTIFICATION PRESENTATIONS
5:00 PM -Dismissal
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