Groups are specific sets of Accounts or Contacts who have specific and similar needs. Dividing your Accounts and Contacts into groups will help you to cater to their specific needs in a more organized way. You can have one Account or Contact added to more than one group. From groups setting you can send email, Delete, Print to excel and Print out the list of all groups
Create Groups
- On Home page click on Accounts under Sales then give a click on Group to create a new one.
2. On groups, page click on add new to create a new group.
3. Click on Save to add the new group to the list.
Add Accounts to a group
- From the home page select Accounts
- Select the records you want to add to a group then click on the icon
you will get the option.
3. This will open an Add to Group dialog box. Here you have three options
- Selected Records: Selected records will add your selected Accounts/ Contacts to the selected groups from the drop-down list.
- All records: This option will add all Accounts/ Contacts to the selected groups on the dropdown list.
- Add A new Group: click on the link to add a new group and assign your Accounts/Contacts to that group.
Note: Creating the new group alone will not add your Accounts/ Contacts to that group. You have to select the groups to which you want to add your Accounts/ Contacts, then click on Apply/
4. Select your preferred groups then click on Apply.
5. Now click on Ok to confirm your action. Your Accounts/Contacts will be added to the selected groups.
Note: When Add to Group is done from the Contacts then only the contacts are linked with the selected group or groups.