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Creating a new group based on responses to follow-up calls
User Requirement: Information Manager rights
- Click Marketing.
- Navigate to the Wave Activity.
- Click Create New Group.
- Click the Wave Activity and Response Type to base the new group on, and enter a description of the group. For example, the wave activity can be Flyer Follow-up Call, and the response Type can be 3-6 Months.
- Click Preview List to review the new group.
- Click Save.
Find out more about groups based on responses to follow-up calls in:
Exporting a group
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