GoldMine Software Training

If you are looking to develop your GoldMine expertise or you want to improve your team's GoldMine skills, we offer a range of training solutions.

With GoldMine software training from PREACT you can choose from bespoke on-site tuition or one of our suggested user training courses for everything that you need to know about GoldMine to help you save time, improve customer service, create more business and work more efficiently.

On-Site GoldMine Software Training Bespoke on-site GoldMine tuition for individuals and teams

• Fully customised GoldMine training in line with your training needs - or follow one of our suggested courses
• GoldMine training delivered for groups or on a one-to-one basis
• Expert consultative advice and best practice to help you profit with GoldMine
• Tuition available on GoldMine Premium, GoldMine Corporate & GoldMine Business Contact Manager
• Scheduled training for a date to suit you and your team
• Post-training GoldMine phone support available

How to book: Call 0800 381 1000 to discuss your GoldMine training requirements and to schedule a booking.

On-Site GoldMine Training Courses

GoldMine Introduction Course (1 day course)
Providing a solid foundation on the key principles of using GoldMine. This course is designed for users completely new to the system.

• Introducing GoldMine - the GoldMine screen, toolbars and icons, opening and navigating GoldMine, using menus, editing GoldMine menus and working with GoldMine tabs.
• GoldMine records - creating new GoldMine contact records, editing records, deleting records and duplicating records. 
• Searching for contacts - viewing the contact list, finding contacts in GoldMine, searching for alternate contact, building advanced searches, using the recently viewed contact list* and tagging GoldMine contact records.
• Introducing GoldMine filters - creating and using filters, saving filters and editing filters.
• GoldMine calendars - scheduling, viewing and modifying activities, completing activities, activity lists and calendar outlines.
• Communicating from GoldMine - writing letters using templates, using GoldMine to send emails, creating history entries and linking documents to a contact record.
• Customer Service Centre* - introducing the service management centre, logging new service issues, updating and completing service cases.
• User preferences - setting user preferences and customising the My GoldMine display.

* Applies to GoldMine Premium only.

GoldMine Advanced Training (1 day course)

Maximising the benefits of GoldMine by expanding on the advanced features and extended functionality of the software. Designed for more experienced users wishing to broaden their knowledge.

• Working with data sub-sets - comparing filters and groups, using filters with advanced expressions, creating GoldMine groups using alternate methods, scheduling activities with Groups.
• Company relationships - introducing organisation trees, working with organisation trees and using the referrals tabs. 
• Creating letters and mail shots - using letter templates, mail merging a group of contacts, scheduling a literature request and fulfilling a literature request. 
• Data Analysis - analysing forecast sales, analysing call ratios using data analysis to assess individual and team performance. 
• GoldMine Reports - introducing Goldmine reports, accessing the report area and running standard GoldMine reports. 
• Opportunity Manager - working with opportunity templates, adding an opportunity record, tracking issues and tracking forecasted sales. 
• Sending emails from GoldMine - accessing the Goldmine email centre, adding/deleting message folders and viewing waiting emails.

GoldMine Systems Administrator Training (1 day course)

Empowering users to maintain and manage their GoldMine database.

• Customising GoldMine - field labels, working with multiple layouts, lookup lists, extended details fields, custom user defined fields and custom views. 
• Database Maintenance - administrator overview, creating a new GoldMine database, packing and rebuilding/re-indexing, automatic maintenance and system logs. 
• Importing and exporting files - file formats, importing and exporting data. 
• Synchronisation - setting up database synchronisation, synchronisation responsibilities and best practice. 
• Data Manipulation - globally replacing fields, territory realignment, purging records, performing a global deletion.
• Creating Users and User Groups - adding a new GoldMine user, defining access, menu options and user preferences.