|
Introduction
to Using Investment Gold
|
|
|
|
|
Course
|
Length |
Audience |
Prerequisites |
|
IU1.
Overview
|
1.5
hours |
all
users |
none |
|
IU2.
Contact Records
|
4
hours |
all
users |
IU1 |
|
IU3.
Scheduling Activities
|
2
hours |
all
users |
IU1
& IU2 |
|
Advanced
Use of Investment Gold
|
|
|
|
|
Course
|
Length |
Audience |
Prerequisites |
|
AU1.
Selecting Contacts
|
3
hours |
selected
users |
IU1-IU3 |
|
AU2.
Global Replace
|
2.5
hours |
selected
users |
IU1-IU3
& AU1 |
|
AU3.
Mail Merge
|
3
hours |
selected
users |
IU1-IU3
& AU1 |
|
AU4.
Automated Processes
|
2.5
hours |
selected
users |
IU1-IU3
& AU1 |
|
AU5.
Electronic Mail
|
1
hour |
selected
users |
IU1-IU3
& AU1 |
|
AU6.
Customizing Reports
|
1
hour |
selected
users |
IU1-IU3
& AU1 |
|
Administering
Investment Gold
|
|
|
|
|
Course
|
Length |
Audience |
Prerequisites |
|
AD1.
Maintaining Data
|
2
hours |
administrators |
IU1-IU3
& AU1 |
|
AD2.
Security
|
2
hours |
administrators |
IU1-IU3
& AU1 |
|
AD3.
Adding Users
|
1
hour |
administrators |
IU1-IU3
& AU1 |
|
AD4.
Adding Contact Sets
|
1
hour |
administrators |
IU1-IU3
& AU1 |
|
What's
New in Investment Gold
|
|
|
|
|
Course
|
Length |
Audience |
Prerequisites |
|
WN1.
What's New
|
3
hours |
all
users |
experience
using previous version |
