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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:

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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See Also:

Creating a Group

Technical Overview