Got this question emailed in from a client a couple of days ago and I thought it’d make a great blog post.
The easiest way to do this is to use the Activity List, which displays, in list view, activities.
First, select Activity List from the “Go To” menu (For GoldMine Standard/Corporate use View | Activity List) or click on Activities in the Navigation Pane.
Then under Open Activities select Calls (For GoldMine Standard/Corporate find the Calls tab)
Finally, select Today and Prior from the Show drop down (For GoldMine Standard/Corporate use a Right-Click | Options | Date Range)
Easy as that!
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A great suggestion. We use this technique all the time for individual users.
As a manager of salespeople, I often want to view all my sales reps’ past due calls together and manage them (move long-overdue calls to other reps, for instance). For that, I use the MasterMine “Past Due Activities” report and MMUpdater to reassign the leads.
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