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Compatibility:


GoldMine 7.00 CE/SE ~ 80%
GoldMine 6.70 CE/SE ~ 80%
GoldMine 6.50 CE/SE ~ 80%
GoldMine 6.00 CE/SE ~ 80%
GoldMine 5.70 CE/SE ~ 80%
GoldMine 5.50 CE/SE ~ 85%
GoldMine 5.0 SE ~ 90%
GoldMine 4.0 SE ~ 100%


Sales Force Automation w/GoldMine 4.0
Table of Contents
  • Introduction
    • GoldMine 4.0 Attributes
    • Contact Management
    • Task Management
    • Communications
    • Time Management
    • Document Management
    • Goal-Oriented Objectives
    • Conventions

    • After Thought

  • Chapter 1

    • Contact Form Layout

  • Chapter 2
    • Changing Preferences
    • Personal Preferences
    • Record Preferences
    • Calendar Preferences
    • Schedule Preferences
    • Alarm Preferences
    • Query Preferences
    • Toolbar Preferences
    • Internet Preferences
    • Modem Preferences
    • Pager Preferences
    • Sync Preferences
    • Misc Preferences

    • Login Preferences

  • Chapter 3

    • F2 Lookup Window List

  • Chapter 4
    • Users, Groups and Resources
    • Groups
    • Users

    • Resources

  • Chapter 5
    • Field View & Custom Fields
    • Creating the New Viewss
    • Removing the Old Views
    • Defining the Fields

    • Laying Out the Views

  • Chapter 6
    • Automatic Updating
    • AutoUpdate Triggers

    • AutoUpdate Instruction Sets

  • Chapter 7

    • Profiles - Custom Information

  • Chapter 8
    • Merge Forms
    • Form Templates
    • Document Templates

    • Automated Processes Templates
  • Chapter 9
    • Automated Processes
    • Preemptive Process
    • Sequential Process
    • Referral Track Preemptive Process
    • Referral Track Sequential Process
    • Cold Prospect Track Preemptive Process
    • Cold Prospect Track Sequential Process
    • Lost Sales Track Preemptive Process
    • Lost Sales Track Sequential Process

    • Sales Follow Up Track Sequential Process

  • Chapter 10
    • Putting the Puzzle Pieces Together
    • The Receptionist
    • Toolbar Design
    • Receptionist (continued)
    • The Automated Processes Attendant
    • The Sales Person

    • Technical Support

  • Chapter 11
    • Filters & Groups
    • Filters

    • Groups

  • Chapter 12

    • Scripts

  • Chapter 13

    • E-Mail Templates

  • Chapter 14

    • Summary

  • Appendix A
    • dBase Functions
    • Functions for Manipulating Character-based Arguments
    • Functions for Manipulating Date-based Arguments
    • Functions for Manipulating Numeric-based Arguments

    • Functions that are Indifferent to Argument Type

  • Appendix B

    • GoldMine Macros

  • Appendix C
    • Tips & Warnings
    • Chapter 1
    • Chapter 2
    • Chapter 3
    • Chapter 4
    • Chapter 5
    • Chapter 6
    • Chapter 7
    • Chapter 8
    • Chapter 9
    • Chapter 10

    • Chapter 11
 
 
    
     
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