Creating a Group is a great way to save time when you need to work
with a subset of records in your Saleslogix database. Groups are a
collection of accounts, contacts, or opportunities that share a common
value or characteristic. Groups allow a user to accomplish a task or
perform job functions, such as sending a direct mail piece
or conducting a telemarketing campaign, to a specific subset of
records. The great thing about the Group functionality is that the
user can create a group to use repeatedly so that there is no need to
re-query the database every time.
This Workshop will focus on creating groups to make your life easier:
- Creating groups using custom fields/tables
- Creating Local Joins and Global Joins
- Using innovative ways to find the value you want, e.g.; Activity Types
Upon completion of this workshop the user will have the skills and
knowledge to effectively create groups and utilize the features of
Saleslogix group building tools.