Wizard Systems
Bristol, United Kingdom
http://www.wizard-systems.com/

Marketing with GoldMine

Marketing with GoldMine (1 Day) Advanced Filters and groups Mail Merge and E-mail Merge Basic Automated Processes Linking to your Web Site Managing a Campaign Marketing reports ...
 

GoldSync Training (1 day) Setting up a synchronisation server Setting up Sites and Remote Users Installing Remote GoldMine Send and Receive Options Linked Document Synchronisation...
 

GoldMine Systems Administrator Training (1 Day) Customisation (Fields and Detail Records) Users and Security Importing and Exporting Database Structures De-duplicating data Global Replace ...
 

GoldMine Advanced Training (1 day) Opportunity and Project Manager Advanced Filters and Groups The link to Word Macros User Preferences Organisation Tree Creating and Amending GoldMine Reports...
 

Layout of GoldMine and Navigation Finding Information Entering New Contact Records Managing Activities Correspondence Simple Filters and Advanced Searches Basic Reports Great for anyone new to GoldMine...
 

HEAT Administrator (2 - 4 Days) Module 1 HEAT Overview Call Logging Basics HEAT Board Adding Customers Profile Searches Calls on Hold Attachments Asset Configuration Transfer Mail Alarms Module 2 Call Groups Hot Lists Autotasks Module 3 Databases - Brief overview Quick Customise Edit sets Constrained Validation Module 4 Import / Export ......
 

HEAT Call Logging (1 - 2 Days) Subset Screen Call Log Screen Detail Screen Assignments Journals Alert Monitor Additional Functions Print Calls Re-open Calls Delete Calls Profile Searches Adding Customers Creating Call Groups HEAT Features Calls on Hold Call Locking File Attachments Configure Tools Asset Transfer Heat Mail Alarms ...
 

QuoteWerks Training plays an important role in maximising the value of your QuoteWerks Software investment. We work with our customers to develop a complete end-to-end QuoteWerks Training plan that achieves meaningful and specific deliverables for your organisation. This approach enables QuoteWerks administrators, and end users to obtain the knowledge and skills needed - minimising training tim......
 

Introduction Administration CRM Structure User Administration Adding and Changing Users User Templates Disable Users Deleting Users Teams Creating Teams Assigning users to a Team User access to team CRM Security Management, Profiles and Territories User Configuration Customisation Adding a New Field Placing New Fields on Screens Modifying Screen Layout Ad......
 

Navigation Finding your way around Sage CRM MME Menus, toolbars, navbars, right-click Basic Lookups Find a person, company and opportunity Combining Search Criteria Wild card search Saving searches Companies The company view in detail Company tabs Adding new companies and contacts and editing Alternate addresses Company teams People The people view in detail......
 

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Facts: We serve the schools and students around the world. Major visitors come from India, United States, United Kingdom, Canada, Australia, Philippines, Malaysia, Singapore and South Africa.