The GoldMine Blog - Tips, Tricks & More

… If you’re in sales, then this shouldn’t be a new concept.  Your hot list is simply your top prospects or opportunities.  Here’s an easy way to keep these at ‘top of mind’.

There are many ways to do this within GoldMine…  Here’s one way that offers the individual sales rep the most flexibility, but will also allow managers to report on the lists if necessary.  

Our first step is to create an empty group.  In Part #2 I’ll cover adding contact to the Hot List.  To create a group, first, go to View | Contact Groups.

In the top half of the Contact Group window right-click then click New.

The Group Name is how we’ll reference the group.  You may simply call it “Hot List”, or, perhaps, you want to have a couple of hot lists so can also name it something else, such as “Gadgets Hot List”.  GoldMine doesn’t care.

Uncheck Build the Group.  If you are in a sync environment with laptops and you want others to see the group then check Synchronize Group.

Click OK.  You’ll now see your “Gadgets Hot List” group with 0 members.  Next week we’ll start adding contacts to this group.