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GoldMine
setup and customization tips
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Client/prospect management techniques
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Code clients for easy retrieval and target marketing
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Search / update clients records and notes
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Save time entering and updating data
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BUILDING A
BUSINESS YOU CAN SELL
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Using Custom Fields and Screens
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Searching, filtering and grouping contact records
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Schedule appointments, calls, meetings and todo's
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Using the Calendar and Activity List Features
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Sharing data with other programs (import & export)
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MOVING UP
FROM YOUR EXISTING SOFTWARE
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Printing Reports
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Tips for quick data entry and searching
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How to interact with eClients and the
Internet / Web
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GoldMine Internet E-mail setup and use
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Create personalized e-mail-merge messages
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Save time and money by using e-mail templates
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Setup Internet Mailing list for newsletters, etc.
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Setup and personalize mail-merge letters and documents
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Using
the Mortgage Letter Library (included)
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Building and managing a merge document library
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Mail, fax, or e-mail to one or hundreds
easily
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Introduction to Web data capture
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DATA
MINING TECHNIQUES THE PROS USE
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Tips
on Automating Your Sale & Follow-up PROCESS
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Learn how to automatically perform repetitive tasks
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Assign
clients/leads to series of letters, e-mails, calls,
etc...
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Introduction to
using Automated Processes
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How to handle
Loan process communication
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Using the "Org Chart" feature to track and acquire
"relationship" business
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Building
a Clients for Life lead generation system
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More advance uses and
tips