Groups & Reporting

Learn how to work with SalesSeek Groups and Reports

12 articles in this collection
Written by Support

Update: Protected Groups

Introducing you the Protected option based on Groups

Written by Support
Updated over a week ago

Introduction to Groups

Understand what benefit groups offer and how to use them.

Written by Support
Updated over a week ago

What are groups used for?

Written by Support
Updated over a week ago

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

Written by Support
Updated over a week ago

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

Written by Support
Updated over a week ago

Configuring groups for reports

Configure table columns so that you can better use them for reporting.

Written by Support
Updated over a week ago

Export records

How to export records from your system

Written by Support
Updated over a week ago

Creating Call Lists (Telesales Dashboard)

Written by Support
Updated over a week ago

Groups: Exporting and Printing information in spreadsheet format

Written by Support
Updated over a week ago

Organize your Groups with Group Folders

Written by Support
Updated over a week ago

Groups: Marketing Dashboard

Written by Support
Updated over a week ago

How can I create a group?

Written by Support
Updated over a week ago