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Introduction to groups

The Groups feature allows you to create, edit, and save lists of people, companies, leads, cases, opportunities, quotes and orders based on defined filter criteria.

The filter criteria can be simple or complex. For example, "All IT managers in Dublin", or "All the marketing managers in the telecoms sector in London, Dublin, or Manchester, who attended our seminar last year, but who have not yet replied to our invitation mail shot".

You can:

Generate groups based on views which offer the same flexibility and power as Sage CRM reports. For more information, see View Customization in the System Administrator Guide.
Generate groups based on the Key Attributes functionality. For more information, see Key Attribute Profiling in the System Administrator Help.
Define how to sort the contents of a group when it's displayed.
Navigate groups using the forward and back buttons.

You can add a company with no people to a group. However, such a group cannot appear in an Outbound Call list.

See Also:

Creating a group

Technical overview of groups

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