Want to save time during your work day?  Create a Group!  Groups are a collection of accounts, contacts, or opportunities that share a common value or characteristic.  Groups allow a user to work with a subset of records to accomplish a task or perform job functions, such as sending a direct mail piece or conducting a telemarketing campaign.  Groups are created from the result of a look-up.  A 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