Creating Ad-Hoc Groups in the SalesLogix Cloud / SalesLogix Web Client [Video]

This SalesLogix Training webinar will show the user how to create Ad-Hoc Groups in the SalesLogix Web Client. This specific functionality allows users to freely pick the records that they would like to include in their group.

Standard group functionality requires static criteria that must be used in order to create groups. Ad-hoc groups go against the grain by allowing the user to choose records with no specific criteria necessary.

Dale Richter
Customer FX


Dale Richter

Director of Training- I have worked with Customer FX since 1997

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