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Search results for:smart groups

Creating a New Forecast of Smart Group of Deals

The following article describes the process of creating a forecast out of a smart group of deals… Smart groups allow you to filter data, defined by criteria or 'rules', for which all matching records… If you haven't come across smart groups, please have a look at these articles

What is a Smart Group and how do I use one?

Smart Groups are a workspace group of individuals, organizations or deals that is defined by criteria… Once you've created a smart group it will be populated with all the records of that type in your database

How can I create a group?

We have two kinds of groups within the system: Smart groups and Static groups… Smart groups are dynamic and constantly changing depending on who matches or no longer matches the criteria… In order to create a smart or static group of either individuals, organisations or deals: 1

Introduction to Groups

Understand what benefit groups offer and how to use them… [Inline Video] We have two kinds of Groups within the system, Smart Groups and Static Groups… Smart groups are dynamic and constantly changing depending on who matches or no longer matches the criteria

Email Campaigns Insights

You can combine any of these filters and even save these groups as Smart Groups for Automations

What is a Static Group and how do I use one?

Add records by saving a Smart Group as a Static Group… Static Groups are a fixed collection of individuals, organisations or deals… All the records you are viewing in the smart group will be saved in the static group

Update: Protected Groups

Introducing you the Protected option based on Groups… see the 'Filter' section, can't edit the 'Permissions' of the group, cant access saving the group as Smart

2. Creating Custom Fields

Custom fields become a very useful tool when used in conjunction with Smart Groups, in the Contacts &… By capturing more specific and unique data you are then able to easily segment dynamic groups that update

Automations 2.0 - The Fundamentals

You achieve this using the same filters you're already familiar with in Smart Groups… Branch function allows you to add the familiar CRM filters to any Automation, effectively splitting groups

Tags

Create a Smart Group with that tag filter… Your team can easily create an entire list of the improvements requested using a Smart Group with a tag… On contacts and Deals just apply our smart filter: Advanced Filter > Tags