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GoldMine 8 for dummies [[electronic resource] /] / by Joel Scott
GoldMine 8 for dummies [[electronic resource] /] / by Joel Scott
Autore Scott Joel
Pubbl/distr/stampa Hoboken, N.J. ; ; Chichester, : Wiley, c2008
Descrizione fisica 1 online resource (386 p.)
Disciplina 005.3
658.800285/5369
Collana --For dummies
Soggetto topico Business - Communication systems
Sales management - Computer programs
Soggetto genere / forma Electronic books.
ISBN 0-470-24916-1
Formato Materiale a stampa
Livello bibliografico Monografia
Lingua di pubblicazione eng
Nota di contenuto Gold Mine 8 For Dummies; About the Author; Author's Acknowledgments; Contents at a Glance; Table of Contents; Introduction; The Various Flavors of Gold Mine; How to Use This Book; Foolish Assumptions; How This Book Is Organized; Conventions Used in This Book; Icons Used in This Book; Where to Go from Here; Part I: Gold Mine Premium Basics; Chapter 1: Gold Mine: An Overview; Discovering Everything that Gold Mine Can Do; Investigating a Few of the Things Gold Mine Isn't Designed to Do; Planning a Successful Project; Providing Training: The Key to Success; Chapter 2: Getting Around in Gold Mine
Understanding the Gold Mine Interface The status bar; Getting Help; Chapter 3: Setting Up Your Preferences; Customizing Your Tabs; Customizing All Your Preferences; Chapter 4: Accessing Gold Mine Remotely; Securing Your Data; Syncing Up with Gold Sync; Adding iGold Mine Plus; Accessing Gold Mine with Remote Desktop; Using Handheld Devices; Part II: Managing Contacts; Chapter 5: Creating and Viewing Client Records; Creating New Records; Finding a Record in Your Database; Using a Custom Field; Chapter 6: Handling Notes and Secondary Contacts; The Main Notepad; The Contacts Tab
Chapter 7: Details and Referrals Taking Care of the Details; Making Use of Referrals; Chapter 8: Using Filters, Groups, and SQL Queries; Building and Using Filters; Building and Using Groups; Building and Using SQL Queries; Part III: Managing Activities; Chapter 9: Scheduling Activities; Defining Activities; Creating Activities; Entering Activities on the Calendar; Filling in the Scheduling Dialog Box; Rescheduling an Activity; Scheduling Activities for Other People; Using the iCal Features; Scheduling Recurring Activities; Chapter 10: Viewing Scheduled Activities
Viewing Activities Using the Calendar Checking the Activity List; Viewing Groups of Users on the Calendar; Chapter 11: Dealing with and Completing Scheduled Activities; Four Ways to Complete Your Activities; The Best Way to Complete an Activity; Chapter 12: Sales Forecasting; Setting up Quotas; Entering Your Forecasts; Viewing Your Sales Pipeline; Completing Your Forecasts; Part IV: Marketing and Support; Chapter 13: Managing Your Leads; Importing Leads into Gold Mine; Assigning Leads to Users; Analyzing Your Leads; Using Automated Processes; Chapter 14: Managing Your Marketing
Using the Campaign Manager Using the Essential Fields for Marketing with Gold Mine; Chapter 15: Handling Cases; Configuring Your Case Setup; Using Templates; Handling Cases; Using Your Knowledge Base; Part V: Managing Documents; Chapter 16: Integrating with Word; Understanding What Versions Work Together; Creating Templates; Using Your Templates; Chapter 17: Sending and Receiving E-Mail; Configuring Your E-Mail System; Sending E-Mail Messages; Getting Your Mail; Chapter 18: Using Outlook; What Versions Work Together; The Three Options for Outlook; Using GISMO; Chapter 19: Linking Documents
Exploring the Links Tab
Record Nr. UNINA-9910451230003321
Scott Joel  
Hoboken, N.J. ; ; Chichester, : Wiley, c2008
Materiale a stampa
Lo trovi qui: Univ. Federico II
Opac: Controlla la disponibilità qui
GoldMine 8 for dummies [[electronic resource] /] / by Joel Scott
GoldMine 8 for dummies [[electronic resource] /] / by Joel Scott
Autore Scott Joel
Pubbl/distr/stampa Hoboken, N.J. ; ; Chichester, : Wiley, c2008
Descrizione fisica 1 online resource (386 p.)
Disciplina 005.3
658.800285/5369
Collana --For dummies
Soggetto topico Business - Communication systems
Sales management - Computer programs
ISBN 0-470-24916-1
Formato Materiale a stampa
Livello bibliografico Monografia
Lingua di pubblicazione eng
Nota di contenuto Gold Mine 8 For Dummies; About the Author; Author's Acknowledgments; Contents at a Glance; Table of Contents; Introduction; The Various Flavors of Gold Mine; How to Use This Book; Foolish Assumptions; How This Book Is Organized; Conventions Used in This Book; Icons Used in This Book; Where to Go from Here; Part I: Gold Mine Premium Basics; Chapter 1: Gold Mine: An Overview; Discovering Everything that Gold Mine Can Do; Investigating a Few of the Things Gold Mine Isn't Designed to Do; Planning a Successful Project; Providing Training: The Key to Success; Chapter 2: Getting Around in Gold Mine
Understanding the Gold Mine Interface The status bar; Getting Help; Chapter 3: Setting Up Your Preferences; Customizing Your Tabs; Customizing All Your Preferences; Chapter 4: Accessing Gold Mine Remotely; Securing Your Data; Syncing Up with Gold Sync; Adding iGold Mine Plus; Accessing Gold Mine with Remote Desktop; Using Handheld Devices; Part II: Managing Contacts; Chapter 5: Creating and Viewing Client Records; Creating New Records; Finding a Record in Your Database; Using a Custom Field; Chapter 6: Handling Notes and Secondary Contacts; The Main Notepad; The Contacts Tab
Chapter 7: Details and Referrals Taking Care of the Details; Making Use of Referrals; Chapter 8: Using Filters, Groups, and SQL Queries; Building and Using Filters; Building and Using Groups; Building and Using SQL Queries; Part III: Managing Activities; Chapter 9: Scheduling Activities; Defining Activities; Creating Activities; Entering Activities on the Calendar; Filling in the Scheduling Dialog Box; Rescheduling an Activity; Scheduling Activities for Other People; Using the iCal Features; Scheduling Recurring Activities; Chapter 10: Viewing Scheduled Activities
Viewing Activities Using the Calendar Checking the Activity List; Viewing Groups of Users on the Calendar; Chapter 11: Dealing with and Completing Scheduled Activities; Four Ways to Complete Your Activities; The Best Way to Complete an Activity; Chapter 12: Sales Forecasting; Setting up Quotas; Entering Your Forecasts; Viewing Your Sales Pipeline; Completing Your Forecasts; Part IV: Marketing and Support; Chapter 13: Managing Your Leads; Importing Leads into Gold Mine; Assigning Leads to Users; Analyzing Your Leads; Using Automated Processes; Chapter 14: Managing Your Marketing
Using the Campaign Manager Using the Essential Fields for Marketing with Gold Mine; Chapter 15: Handling Cases; Configuring Your Case Setup; Using Templates; Handling Cases; Using Your Knowledge Base; Part V: Managing Documents; Chapter 16: Integrating with Word; Understanding What Versions Work Together; Creating Templates; Using Your Templates; Chapter 17: Sending and Receiving E-Mail; Configuring Your E-Mail System; Sending E-Mail Messages; Getting Your Mail; Chapter 18: Using Outlook; What Versions Work Together; The Three Options for Outlook; Using GISMO; Chapter 19: Linking Documents
Exploring the Links Tab
Record Nr. UNINA-9910784727503321
Scott Joel  
Hoboken, N.J. ; ; Chichester, : Wiley, c2008
Materiale a stampa
Lo trovi qui: Univ. Federico II
Opac: Controlla la disponibilità qui
GoldMine 8 for dummies / / by Joel Scott
GoldMine 8 for dummies / / by Joel Scott
Autore Scott Joel
Edizione [1st ed.]
Pubbl/distr/stampa Hoboken, N.J. ; ; Chichester, : Wiley, c2008
Descrizione fisica 1 online resource (386 p.)
Disciplina 005.3
658.800285/5369
Collana --For dummies
Soggetto topico Business - Communication systems
Sales management - Computer programs
ISBN 0-470-24916-1
Classificazione 673.3
Formato Materiale a stampa
Livello bibliografico Monografia
Lingua di pubblicazione eng
Nota di contenuto Gold Mine 8 For Dummies; About the Author; Author's Acknowledgments; Contents at a Glance; Table of Contents; Introduction; The Various Flavors of Gold Mine; How to Use This Book; Foolish Assumptions; How This Book Is Organized; Conventions Used in This Book; Icons Used in This Book; Where to Go from Here; Part I: Gold Mine Premium Basics; Chapter 1: Gold Mine: An Overview; Discovering Everything that Gold Mine Can Do; Investigating a Few of the Things Gold Mine Isn't Designed to Do; Planning a Successful Project; Providing Training: The Key to Success; Chapter 2: Getting Around in Gold Mine
Understanding the Gold Mine Interface The status bar; Getting Help; Chapter 3: Setting Up Your Preferences; Customizing Your Tabs; Customizing All Your Preferences; Chapter 4: Accessing Gold Mine Remotely; Securing Your Data; Syncing Up with Gold Sync; Adding iGold Mine Plus; Accessing Gold Mine with Remote Desktop; Using Handheld Devices; Part II: Managing Contacts; Chapter 5: Creating and Viewing Client Records; Creating New Records; Finding a Record in Your Database; Using a Custom Field; Chapter 6: Handling Notes and Secondary Contacts; The Main Notepad; The Contacts Tab
Chapter 7: Details and Referrals Taking Care of the Details; Making Use of Referrals; Chapter 8: Using Filters, Groups, and SQL Queries; Building and Using Filters; Building and Using Groups; Building and Using SQL Queries; Part III: Managing Activities; Chapter 9: Scheduling Activities; Defining Activities; Creating Activities; Entering Activities on the Calendar; Filling in the Scheduling Dialog Box; Rescheduling an Activity; Scheduling Activities for Other People; Using the iCal Features; Scheduling Recurring Activities; Chapter 10: Viewing Scheduled Activities
Viewing Activities Using the Calendar Checking the Activity List; Viewing Groups of Users on the Calendar; Chapter 11: Dealing with and Completing Scheduled Activities; Four Ways to Complete Your Activities; The Best Way to Complete an Activity; Chapter 12: Sales Forecasting; Setting up Quotas; Entering Your Forecasts; Viewing Your Sales Pipeline; Completing Your Forecasts; Part IV: Marketing and Support; Chapter 13: Managing Your Leads; Importing Leads into Gold Mine; Assigning Leads to Users; Analyzing Your Leads; Using Automated Processes; Chapter 14: Managing Your Marketing
Using the Campaign Manager Using the Essential Fields for Marketing with Gold Mine; Chapter 15: Handling Cases; Configuring Your Case Setup; Using Templates; Handling Cases; Using Your Knowledge Base; Part V: Managing Documents; Chapter 16: Integrating with Word; Understanding What Versions Work Together; Creating Templates; Using Your Templates; Chapter 17: Sending and Receiving E-Mail; Configuring Your E-Mail System; Sending E-Mail Messages; Getting Your Mail; Chapter 18: Using Outlook; What Versions Work Together; The Three Options for Outlook; Using GISMO; Chapter 19: Linking Documents
Exploring the Links Tab
Record Nr. UNINA-9910807383203321
Scott Joel  
Hoboken, N.J. ; ; Chichester, : Wiley, c2008
Materiale a stampa
Lo trovi qui: Univ. Federico II
Opac: Controlla la disponibilità qui
Microsoft Dynamics CRM 4 for dummies [[electronic resource] /] / Joel Scott, David Lee
Microsoft Dynamics CRM 4 for dummies [[electronic resource] /] / Joel Scott, David Lee
Autore Scott Joel
Edizione [1st ed.]
Pubbl/distr/stampa Indianapolis, IN, : Wiley, 2008
Descrizione fisica 1 online resource (434 p.)
Disciplina 658.8120285536
Collana --For dummies
Soggetto topico Customer relations - Data processing
Relationship marketing
Soggetto genere / forma Electronic books.
ISBN 0-470-39753-5
Formato Materiale a stampa
Livello bibliografico Monografia
Lingua di pubblicazione eng
Nota di contenuto Microsoft Dynamics CRM 4 for Dummies; About the Authors; Authors' Acknowledgments; Contents at a Glance; Table of Contents; Introduction; Part I: Microsoft CRM Basics; Part II: Setting Things Up; Part III: Managing Sales; Part IV: Making the Most of Marketing; Part V: Taking Care of Your Customers; Part VI: The Part of Tens; Index
Record Nr. UNINA-9910454074603321
Scott Joel  
Indianapolis, IN, : Wiley, 2008
Materiale a stampa
Lo trovi qui: Univ. Federico II
Opac: Controlla la disponibilità qui
Microsoft Dynamics CRM 4 for dummies [[electronic resource] /] / Joel Scott, David Lee
Microsoft Dynamics CRM 4 for dummies [[electronic resource] /] / Joel Scott, David Lee
Autore Scott Joel
Edizione [1st ed.]
Pubbl/distr/stampa Indianapolis, IN, : Wiley, 2008
Descrizione fisica 1 online resource (434 p.)
Disciplina 658.8120285536
Altri autori (Persone) LeeDavid <1950->
WeissScott
Collana --For dummies
Soggetto topico Customer relations - Data processing
Relationship marketing
ISBN 1-118-05260-9
0-470-39753-5
Formato Materiale a stampa
Livello bibliografico Monografia
Lingua di pubblicazione eng
Nota di contenuto Microsoft Dynamics CRM 4 for Dummies; About the Authors; Authors' Acknowledgments; Contents at a Glance; Table of Contents; Introduction; Part I: Microsoft CRM Basics; Part II: Setting Things Up; Part III: Managing Sales; Part IV: Making the Most of Marketing; Part V: Taking Care of Your Customers; Part VI: The Part of Tens; Index
Record Nr. UNINA-9910782130603321
Scott Joel  
Indianapolis, IN, : Wiley, 2008
Materiale a stampa
Lo trovi qui: Univ. Federico II
Opac: Controlla la disponibilità qui
Microsoft Dynamics CRM 4 for dummies / / Joel Scott, David Lee
Microsoft Dynamics CRM 4 for dummies / / Joel Scott, David Lee
Autore Scott Joel
Edizione [1st ed.]
Pubbl/distr/stampa Indianapolis, IN, : Wiley, 2008
Descrizione fisica 1 online resource (434 p.)
Disciplina 658.8120285536
Collana --For dummies
Soggetto topico Customer relations - Data processing
Relationship marketing
ISBN 9781118052600
1118052609
9780470397534
0470397535
Classificazione 675
Formato Materiale a stampa
Livello bibliografico Monografia
Lingua di pubblicazione eng
Nota di contenuto Microsoft Dynamics CRM 4 for Dummies; About the Authors; Authors' Acknowledgments; Contents at a Glance; Table of Contents; Introduction; Part I: Microsoft CRM Basics; Part II: Setting Things Up; Part III: Managing Sales; Part IV: Making the Most of Marketing; Part V: Taking Care of Your Customers; Part VI: The Part of Tens; Index
Record Nr. UNINA-9910828072803321
Scott Joel  
Indianapolis, IN, : Wiley, 2008
Materiale a stampa
Lo trovi qui: Univ. Federico II
Opac: Controlla la disponibilità qui