User manual FRONTRANGE SOLUTIONS GOLDMINE 6.0-BUSINESS CONTACT MANAGER

[. . . ] Using GoldMine VERSION 6. 0 11/02 ii Table of Contents Copyright Ó 2002 FrontRange Solutions Inc. This software includes software developed by the Apache Software Foundation (http://www. apache. org). The Sentry Spelling-Checker Engine Copyright © 1999 Wintertree Software Inc. GoldMine, HEAT and other FrontRange products and brands are registered trademarks or trademarks of FrontRange Solutions Inc. [. . . ] Using the Complete Activity dialog box, select the activity that you want to complete, then click OK. The Complete a Next Action dialog box appears from which you can complete the activity record. To complete an unscheduled activity for the active contact, from the main menu bar select Complete, and then select the activity type you want to complete. For example, to complete an unexpected task, select Complete>>Other Action. The lower portion of the Complete Activity dialog box displays a list of Unscheduled Activity types from which you can select the activity you want to complete. GoldMine displays the same dialog box for you to complete a scheduled or unscheduled activity. You can also complete a todo. Tip You can configure your Calendar to display completed activities. Rightclick to display the local menu, then select Activities; or click the Select Activities button. In the Completed Activities column, select each activity type that you want to display. You can simultaneously complete or delete activities using the Auto-Update feature. On the Pending tab or in the Activity List, right-click and select Options>>Auto-Update. activities Completing Multiple Activities 8-4 Completing and Analyzing Activities Editing Calls and Activities You can change values in a call or activity record while you complete the activity, and even after you complete the activity. From the Contact Record, Activity List, or Calendar, right-click on the activity record and select Edit. You can change values as needed. Analyzing Activities GoldMine provides several analysis tools users can run to check their performance. GoldMine can calculate statistics based on activities scheduled and completed by the currently logged on user, all GoldMine users, or any selected GoldMine users. You can use any of GoldMines analysis and graphing tools to make calculations on the activities of one user or to calculate statistics for a group of users. Select View>>Analysis and then select the specific analysis you want to run, such as Statistical Analysis. The only exception is the method for running Contact Record statistics. To run that analysis, you can right-click in the History tab of the Contact Record to display the local menu, and then select Options>>Analyze. Types of Analysis Reports You can run the following types of analyses on GoldMine data: Contact Record statistics: Lists information about activities scheduled and completed with the contact. These statistics can help to show the state of your relationship with the contact, such as the amount of time you are dedicating to the contact and the amount of sales generated by the contact. Completed activities statistics: Displays completed activity information of an individual user, a group of users, or on a system-wide basis. The analysis of completed activities can provide useful insight into your performance or the performance of others in your organization. Analyzing Activities 8-5 Forecasted sales statistics: Provides a summary analysis of sales performance by one or more individuals or sales teams. This analysis displays actual numbers and percentage-of-goal figures for quotas, forecast sales, and closed sales for a specified period of time. Graphical analysis of activities: Generates summary graphs of user activity data based on a variety of criteria. [. . . ] Use the Opportunity Manager to manage complex sales. Organization Chart Optional graphical view on the left side of the Contact Record that displays relationships and information. Using the Organization Chart, you can link individuals from different departments or positions within an organization, or link individuals from different organizations having a unique association of any kind. glossary G-10 Glossary P pending activity Activity scheduled with a contact. Pending activities appear on the Pending tab of the Contact Record. Personal Base Personal resource available in the InfoCenter. The Personal Base can archive information in a variety of formats, such as graphics, multimedia files, and program applications. [. . . ]