Until we add the Goldmine Panel to the webapp, it might seem a little complicated to do GMs, but it is still possible. Here are step by step directions to filter for GMs in the Webapp.

Before You Start

1. Make sure you are using the Clients Grid. This is the one that allows for filtering by column using the header filter.
   NOTE: This is default in desktop mode. In the browser, you may need to choose it in the menu ()
2. Make sure all of the columns you will need are visible. If not, add these in the Clients Preferences.
   • Settings ()can be found at the bottom of the menu ()
   • Under Clients Preferences, click Choose Columns
   • Add and reorder any columns you need (i.e. you might want to add Goldmine, Assistant, and Status)

Filtering for GMs

1. Make sure you don’t have any unwanted filters skewing your results using the clear button.

2. Use the filter button beside the search box to activate filter-by-column.

3. Set the filters you want to use in the headers of each column.

Now you are ready to make lots of phone calls and make all the money.