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