MasterMine for GoldMine Online Training

Full-User Basic Training

(2 Hours) Covers the basic skills to create simple reports on-the-fly or from templates, and to modify, interact with, and deploy existing reports. This course follows a standard agenda of topics every MasterMine user should know about.

Include as many users as you wish for one price! Recommended for all "Full" MasterMine users.

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Share-user Training

(1.5 Hours) For end-users of reports created by others, this  training covers the basics for opening, manipulating and sharing existing reports. Simple re-formatting, drill-through, graphing, and group processing are among the topics covered.

This training assumes you have some existing reports, accessible to the users being trained.

Recommended for all "share" users. May be redundant for "full" users.

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Advanced Full-user Training

(2 Hours) Further 1-on-1 develop-ment for more active users and report designers. Advanced formatting, query-level changes, and some data management topics are covered.

More self-directed than basic training, this course is driven by the specific needs of the individual client.

Users should repeat "advanced training" at least once per year to keep current and help  cover various new reporting challenges as they arise.

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MMUpdater Training

(1 Hour) Learn to mass-update GoldMine data safely from inside Excel.

Includes discussion of convenient Excel processes to substitute values. Some general techniques and strategies for managing GoldMine data are also covered.

Recommended for all MMUpdater users.

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MasterMine for QuoteWerks Training

(2 Hours) At your own pace, using your own database, this course gives you the basic skills necessary to create, modify, and actively use basic reports from MasterMine templates. Includes disussion of your firm's specific requirements in light of what is revealed creating sample reports from your data. Recommended for all users.

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Open Training

(2 Hours) You choose the topics you want to cover, in consultation with your trainer. MasterMine trainers are dedicated to helping you get the most out of GoldMine CRM within the context of your particular way of using GoldMine CRM.

For potential topics, or variations of them, refer to the other "classes" offered here, then give us a call.

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