This training goes over the key principles of using Goldmine. A sample lesson plan is listed below.

  • Layout of Goldmine and Navigation: The Goldmine Screen, Toolbars and Icons, Opening and navigating the database, Tabs in detail
  • Adding Records: Creating and entering New Contact Records, Adding and editing lookup menus, Duplicate Records, Deleting Records, Updating Records, Locating Records
  • Searching for Contacts and Finding Information: Viewing The Contact List, Finding Contacts, Finding Alternate Contacts, Query Search Options, Tagging Records
  • Introduction to Filters: Creating and Using Filters, Saving Filters
  • Calendar and Activity Management: Scheduling, Viewing and Modifying Activities, Completing Activities, Activity Lists and Calendar Outlines
  • Correspondence: Writing Letters Using Existing Templates, Linking Existing Documentation to a Contact Records, Introduction to using Goldmine for Email
  • Other Features: Information Centre, Personal Rolodex, Basic Reports, Sales Forecasting


Contact us:

Please contact us for more information. You can call 1 800 611-4343or submit a web request.