Groups can be created in the Contacts (Individuals & Organisations) and Deals sections.

Groups can be viewed in a basic list view, or a more comprehensive table / report view.

Common uses for groups include

  • Reporting on Sales, Leads, Pipeline, Contact Data
  • Sending Email Campaigns
  • Filtering the Deals section (Deal Groups only)
  • Analyzing lead quality (Marketing Dashboard)
  • Creating call lists (Telesales Dashboard)
  • Triggering Automations
  • Exporting and printing information in spreadsheet format
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