Free Demonstration
         
       
 
Introduction to Using Investment Gold
Course
Length Audience Prerequisites
IU1. Overview
1.5 hours all users none
IU2. Contact Records
4 hours all users IU1
IU3. Scheduling Activities
2 hours all users IU1 & IU2
Advanced Use of Investment Gold
Course
Length Audience Prerequisites
AU1. Selecting Contacts
3 hours selected users IU1-IU3
AU2. Global Replace
2.5 hours selected users IU1-IU3 & AU1
AU3. Mail Merge
3 hours selected users IU1-IU3 & AU1
AU4. Automated Processes
2.5 hours selected users IU1-IU3 & AU1
AU5. Electronic Mail
1 hour selected users IU1-IU3 & AU1
AU6. Customizing Reports
1 hour selected users IU1-IU3 & AU1
Administering Investment Gold
Course
Length Audience Prerequisites
AD1. Maintaining Data
2 hours administrators IU1-IU3 & AU1
AD2. Security
2 hours administrators IU1-IU3 & AU1
AD3. Adding Users
1 hour administrators IU1-IU3 & AU1
AD4. Adding Contact Sets
1 hour administrators IU1-IU3 & AU1
What's New in Investment Gold
Course
Length Audience Prerequisites
WN1. What's New
3 hours all users experience using previous version
 
     
 
 
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