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Introduction to Using Investment Gold
Investment Gold has the ability to automate a wide range of sales, marketing and administrative tasks. However, this type of automation is only possible if Investment Gold has been populated with correct and complete contact information. The emphasis of this series of three introductory courses is on understanding the purpose of the various fields in a contact record, so that your team can record information about contacts (clients, prospects, etc.) in a way that is consistent with Investment Gold's intended use. The three courses together address those aspects of maintaining contact information and scheduling activities that are essential to all users.

Advanced Use of Investment Gold - Selecting Contacts
This course focuses on the first and most essential topic involved in the advanced use of Investment Gold, namely the selection of multiple contacts. This skill is an essential prerequisite to all other advanced courses, as the other topics all typically apply to multiple contacts. The course addresses all four techniques of selecting multiple contacts (i.e. tagging, activating sections, filtering and grouping), with particular emphasis on filtering and the differences between filters and groups.

Advanced Use of Investment Gold - Global Replace
This course focuses on Investment Gold's ability to enter information into multiple contacts simultaneously. If your office is new to Investment Gold, then you are faced with the task of populating your contact records with information. Global Replace makes it possible to enter the same information into multiple contact records at the same time, potentially saving a huge amount of data entry time while also ensuring consistency. As an example, Global Replace can be used to set up a common nurturing profile for all of your Platinum clients in a matter of minutes (regardless of the number of clients involved). And you'll find many other equally useful applications for Global Replace as you progress in your use of the product. Please note that although some examples of particularly advanced Global Replaces that involve dBASE expressions are included, this course does not teach you how to build dBASE expressions. This is a highly technical subject and is not recommended for typical users of Investment Gold.

Advanced Use of Investment Gold - Mail Merge
This course focuses on Investment Gold's ability to produce written correspondence (e.g. letters, forms, memos, newsletters, envelopes, and labels) using Microsoft Word. You'll learn how to develop a library of form "letters" to meet all of your correspondence needs. You'll also learn how to generate personalized correspondence from your form "letters" for both individuals and groups. This course also addresses installation and troubleshooting of the link between GoldMine and Word.

Advanced Use of Investment Gold - Automated Processes
This course focuses on Investment Gold's many automated processes. You'll learn what these automated processes can do for your practice and how the automated processes are used. You'll also learn how the automated processes can be tailored to best fit your needs. Please note that this course does not teach you how to build new automated processes or make extensive changes to existing automated processes. These are highly technical subjects and are not recommended for typical users of Investment Gold.

Advanced Use of Investment Gold - Electronic Mail
This course focuses on Investment Gold's ability to send and receive electronic mail. In addition to learning how to send and receive mail, you'll also discover the benefits of Investment Gold for these purposes (as opposed to a product such as Outlook). Topics covered include using electronic mail templates to send a personalized version of the same message to multiple recipients. Please note that this course does not address composing messages that include graphics or setting up send and receive electronic mail "rules". These are highly technical subjects and are not recommended for typical users of Investment Gold.

Advanced Use of Investment Gold - Customizing Reports
This course focuses on Investment Gold's reports and the tools that allow you to customize those reports. Investment Gold includes a number of reports. In addition to using these reports as they have been supplied, you can also copy individual reports and then make modifications to your copies. The scope of this course is limited to customizing two relatively simple types of report, namely lists and forms.

 
     
 
 
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