Groups & Reporting
Learn how to work with SalesSeek Groups and Reports
Update: Protected Groups
Introduction to Groups
What are groups used for?
What is a Static Group and how do I use one?
What is a Smart Group and how do I use one?
Configuring groups for reports
Export records
Creating Call Lists (Telesales Dashboard)
Groups: Exporting and Printing information in spreadsheet format
Organize your Groups with Group Folders
Groups: Marketing Dashboard
How can I create a group?