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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