Nothing is more valuable than your firm’s database of prospects, customers, and other relationships. The performance of your CRM software impacts people, productivity, and ultimately the bottom line! It’s important to take the time to do some database housekeeping best practices every so often. This is clearly the responsibility of the GoldMine Administrator, but your firm’s GoldMine Administrator may not be certain what to do.

There’s no faster and simpler means of finding a “needle in a haystack” when it comes to your GoldMine database than using Universal Search. Because it is so powerful, you really need to have some understanding of how it works, otherwise your search results will be overwhelming and mostly useless. This webinar seeks to educate you on the capabilities and uses of Universal Search, along with things you should know about the “advanced setting” options it has to offer.

In this class we will go over how to create a Lookup.ini file for GoldMine. The Lookup.ini file acts as a script that can automatically populate/update fields when a contact record is created in GoldMine or when changes are made to a field on an existing contact record.

This training class will introduce you to the features and benefits of GoldMine's Opportunities & Project Management capabilities. Learn how to maintain your pipeline and track your projects in a more powerful way.