GoldMine Training Videos

The following online training videos have been made available by the manufacturer of GoldMine. First Direct Corp. strongly encourages you to not rely on these as your only source of training for GoldMine. These videos only cover the very basic/high level view of the features/capabilities of GoldMine.

First Direct Corp. has over 25+ years of experience with using, supporting and selling GoldMine CRM and our GoldMine Training Services can greatly help you maximize your ROI by assisting you with implementing a CRM system vs learning to use a CRM software program.

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Basic/Intro
Advanced/System Admin
GoldMine Dashboards
Installing GoldMine & SQL Server

Contacts

Searching

Scheduling and Completing Activities

Targeting Groups of Contacts

Linking to Microsoft Office and Letter Templates

Email

Miscellaneous

Installing GoldMine(For End Users)

Creating and Configuring Users

Resources

Creating and scheduling resources

Configuring the Service Center

Customizing the Service Center Environment

Configuring the GM+View Tab

Toolbars, Taskbars and Macros

Record Ownership and Curtaining

Record Alerts

Setting up and using record alerts

Lookup.ini

GM.ini

GM.ini – Some basic Corporate Overrides

Start up Parameters

Start up switches to get Goldmine to run a macro at Start up

Telemarketing

Setting up Telemarketing Scripts

Customizing Fields, Screens and Details

Configuring the Opportunity Manager

Record types

Using the Record Types Administration Center

Data Management

Databases

Creating a new SQL GoldMine database

Contact Record Relationships

Reporting

Automated Processes

Data Import and Export

GoldMine’s License Manager

A Brief Tour of the License Manager

GoldSync

Syncing the Calendar with MS Outlook Calendar

Setting up the sync using the sync wizard

Publishing GoldMine Calendars

Setting up to publish the calendar info to an ICS file

Web-Import

Configuring Web Import for “Non Techies”

Getting Started with SQL Queries

Getting Started with Crystal Reports

Dashboards

This series of 7 short videos will show you the easy steps for installing and getting started with GoldMine Premium Edition.

Installing SQL Server
Installing GoldMine
Installing Premium Edition Client/Workstation
Adding GoldMine Users
Adding Fields
First File Import

Please note:

A typical SQL Server & GoldMine installation/setup can take 2+ hours. These videos are provided by the manufacturer of GoldMine software and may or may not contain all the steps needed for a proper installation of SQL Server and/or GoldMine. Always check to ensure your system/computer meets all the necessary system requirements for the version of GoldMine & SQL Server that you will be installing. Also please refer to the GoldMine installation guides regarding the specific version of GoldMine you are installing. The installation and setup of GoldMine has changed since these videos were first created. It is highly recommended that you speak to and work with one of our GoldMine technicians who have many years of experience (25+) in upgrading, installing and migrating GoldMine applications and data.