How To Do Quick Prospect Research from GoldMine
… composed in Fashionable Ferndale, Michigan.
Its been a whirl-wind around here the last few days. On Sunday I got back from a long weekend in Chicago, a little break from the daily grind. The weather is finally breaking here in the Midwest, and everyone was enjoying walking and shopping on Chicago’s Magnificent Mile.
Tomorrow, I leave for Cincinnati, wrapping up the week on a GoldMine Standard to GoldMine Premium upgrade for a new client.
For those of you still on Standard Edition, remember the discounts and support via FrontRange end on the 30th --- drop me a line at chad_at_thegmblog.com or (248) 506-5222 to discuss upgrade options.
Of course, the new client was a prospect a few days ago… and so in today’s post let’s talk a little about prospect research.
The easiest way to research a prospect is via their web site!
Once a web site is entered into GoldMine you can simply click the Web Site field and GoldMine will open up your web browser and display your contact’s web site. It’s even displayed like a hyperlink, in blue and underlined.
If the web site isn’t filled in, then click to the right of the field. A new window will open and you can type in their web address.
This window also allows us to add multiple web sites via the New button. Click OK to exit the window for easy launching of your prospect’s web site!
You can also see a web site in the GM+View tab without even leaving GoldMine!
In a previous post:
http://www.thegmblog.com/2008/03/do_you_know_where_youre_going_1.php
We looked at how to edit the GM+View tab settings so here I’m just going to give you the code to display the web site.
<!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.0 Transitional//EN">
<HTML><HEAD>
<SCRIPT language=JavaScript>
<!--
function redirect()
{
window.location = "<<&website>>"
}
setTimeout ("redirect();", 0000)
// -->
</SCRIPT>
<META content="MSHTML 6.00.6001.18000" name=GENERATOR></HEAD>
<BODY leftMargin=1 topMargin=1 rightMargin=1></BODY></HTML>
Here's what it will look like, substituting your contact's web site with the blog of course:
