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GalleryPro Basic Training Courses
Sales and Marketing
- Overview of Contacts
- Overview of Contacts Form
- Adding Contacts and additional addresses
- Generating client correspondence -- saving/retrieving
- Generating client correspondence using Microsoft Word
- Changing/Editing/Deleting information, records, and links
- Setting task reminder ticklers with Outlook
- Exporting Data for Mailing Houses
- Exporting Data for Mail Merges in MSWord
- Exporting Data for PDAs
- Customizing The Program
- Refresher on Preferences -- Using the Administrative Options
- Editing Related Fields
- Viewing Records
- Refresher on Setting, Saving and Retrieving View Sets and Worksheets
- Spreadsheet Layout
- Saved Custom Spreadsheet Reports
- Contacts Reports
- Overview of Reference Lists, Labels, Saved Views, Worksheets
- Contact Reference
- Mailing Lables
- Price List
- Works
- Understanding Types and Categories and Setting Views
- Creating Marked Lists and Worksheets
- Using Reserve status
- Setting Artist Categories and how they work with invoices
- Refresher on using Spreadsheet View and Saving Layouts
- Lightbox feature
- Work Reports
- Creating Labels
- · Creating Sales Presentation Reports, including Infosheets and Image Reports
- Creating Spreadsheet Reports with images
- Transactions
- Overview of Basic Transactions and Main Form
- Examples:
- Invoicing and printing the document
- Receiving Payment
- Making Payment
- Offer/Consignment
- Converting Transactions
- Loan
- Exhibition
- Shipment
- Receive Work
- Converting to Returns
- Setting the Administrative Options for Transactions
- Creating a DataKit/Importing a DataKit
- What is included in the DataKit?
- Overview of how to export a DataKit/DataKit file format
- Administrative Options pertaining to the DataKit
- Importing a DataKit
- Questions
- Web Manager Overview (optional bonus)
- Loading Web Manager
- Uploading to the Web
- Administrative Options pertaining to the DataKit
- Customizing the Web Template
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