Editing Opportunity Influencers

The Influencers tab in the Opportunity Involves a group working as a team with multiple organizations and contacts to successfully close a complex sale. Manager displays the Company, Contact, Title, Role, and Response Mode columns. Influencers are contacts associated with the Opportunity. Edit influencers using the local menu.

1.

In the Opportunity Manager, select the Influencers tab in the lower pane.

2.

Right-click and select Edit.

3.

At the Influencer dialog box, complete the fields as needed.

○ Company. Click the search button to the right of the field and select Look up contact which launches the Contact Search Center.

Select a contact, or select Create a new contact which launches the New Company and Contact dialog box to create a new contact record.

○ Contact. The contacts and additional contacts listed in the drop-down list depend upon the company selected.

○ Title. Type or select the contact's official title.

○ Role. Type or select the role defining the contact's relevance to the opportunity.

○ Response Mode. Type or select the way the influencer is likely to respond when contacted about a sale.

○ Notes. Extra information about the influencer.

4.

To change a linked contact, right-click the Influencer tab and select Relink to Another Contact.

The Contact Search Center appears.

○ Select the contact to exchanging with the highlighted contact from the Influencer tab.

5.

Right-click and select Go to Contact Record Standard unit of information in GoldMine that incorporates information, such as: name, company, phone, and address. It serves as the basis for all scheduled work, and acts as the central link between GoldMine’s Calendar and History by maintaining all past and pending events, related to the individual contact records in the GoldMine database. to display the contact record of the selected contact in the Opportunity manager.

6.

To delete a contact from the list, right-click and select Delete.

7.

To add an influencer, right-click and select New.