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Introduction to Groups

Groups functionality allows you to create, modify, and save lists of people, companies, leads, cases, opportunities, quotes, and orders based on defined filter criteria. The filter criteria can be simple, for example, "All IT Managers in Dublin", or complex, for example, "All 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".

Groups also make use of the following features:

Groups can be generated based on views of equivalent flexibility and power as CRM reports can. Please refer to "View Customization" in the System Administrator Guide for more information.
Groups can be generated based on the Key Attributes functionality. Please refer to "Key Attribute Profiling" in the System Administrator Help for more information.
You can define how a group’s contents are sorted when it is displayed.
Overall navigation in and around groups makes use of forward and back buttons between pages and Go To page.

Note: A company that does not have any people associated with it can appear in a group. However, such a group cannot appear in an Outbound Call List.

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