The GoldMine Blog - Tips, Tricks & More

In our previous entry, we created an empty Group to track our ‘Hot List’ in.  Here’s how to add people to the Hot List.

First, find the Members tab in GoldMine.  You may need to Click on the Right-Arrow to the right side of your screen to see it.

Once you find the members tab do a Right-Click | New from within the area under the tab to add this contact to the ‘Hot List’.

Choose the Group to add the contact to… In this case it’s our ‘Gadgets Hot List’.

Voila!  They are added to the group.

You can also add contacts to a group by dragging them from the Contact Search Center into the members area within the Groups window.  

Once the Group is built you can run reports against it, schedule calls against everyone in the group, print them out from the Contact Search Center, etc…

You’ll see the complete list of contacts in a group from the Filters & Groups area (View | Contact Groups).  From there you can also choose Right-Click | Output  to print the members list.