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Grouping at the Account Level Based on Contact Level Data

Good Question of the Day, Tuesday July 8, 2008.

We all know that when it comes to creating a group the list of possible conditions can seem endless, and sometimes the condition you are looking for does not seem to exist.  I know this from first hand experience.  I remember trying to create a group where one of the criteria was a custom field, for the life of me I could not find this field.  Luckily, I work with a group of people with thorough knowledge of SalesLogix and, after some frustration, it all worked out.

Today we had a question come in regarding making the LeadSource available at the Account level.  The member had a request from her sales team to have leads from tradeshows grouped at the Account level instead of the Contact level, and she could not find LeadSource as an option at the Account level.  How was she able to solve this problem?  Read the question and answer for Group at Account level based on Contact level data.

-Brianna

Published Tuesday, July 08, 2008 2:14 PM by Brianna Tinjum

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About Brianna Tinjum

I am happy to say I love my job! Everyday there is a new challenge and something new to learn, it keeps things interesting. I was very happy when we started Good Training because it gave me an opportunity to help people and share knowledge. Outside of the office I enjoy being active. When weather permits you may catch me riding my bike around the lakes of Minneapolis or hiking in Northern Minnesota. In the winter I get out snowboarding as much as possible and I always try to take a trip to the mountains. I made it out to Bridger Bowl in Bozeman, MT at the end of February 2008 and it was a fantastic time! Year round I participate in dance and yoga classes to mix things up. I love watching movies and you could say I may have seen too many. :) I also have a passion for reading - if I find a good book it can consume all of my free time.