Editing Teams

The Team tab displays Member, Title, Department, and Role columns. Edit the team using the local menu.

Use the following procedure to edit teams.

1.

Involves a group working as a team with multiple organizations and contacts to successfully close a complex sale. or Project

Involves a group working as a team to complete a long-term project that involves multiple component tasks. Manager, click the Team tab in the lower pane.

2.

To change settings for a team member, right-click and select Edit.

3.

At the Opportunity or Project Team Member dialog box, complete the fields as needed.

○ Type. Select User (for GoldMine users) or Other Contact (for a contact in the database).

○ Member. If you selected User, the drop-down list displays users to choose from. If you selected Other Contact, click the Search button to the right and locate the contact to add in the Contact Search Center. Then select one additional contacts in the drop-down list.

○ Title. Type or select the team member's title from the F2 Lookup Special type of browse window that can be customized to contain frequently used or code-specific entries. Security options can control F2 lookups to ensure user input and allow standardization of data. list.

○ Department. Type or select the team member's department.

○ Role. Type or select the team member's role in the opportunity or project from the F2 Lookup list.

○ Notes. Type specific notes related to the team member.

4.

To display the 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. for the Other Contact, right-click and select Go to Contact Record.

5.

To remove the team member from the list, right-click and select Delete.

6.

To add a team member, right-click and select New.