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Topics#Sales And MarketingAshley Lewis の質問
Ashley Lewis が「#Sales And Marketing」で質問
2013年1月7日 17:22

how do i create a relationship group

I want to group together all certain contacts,but I'm not sure if I have ssles force for wealth management version which has the capability to make relationship groups with contacts.
1 件の回答
  1. Phil Walton (The Sports Agency)
    2013年1月9日 11:42
    Hi Ashley, do you know a rough number of how many Groups you want to create, and how many Contacts may be in them? Maybe use something simple like Tags? I have used that with  Financial Sector Clients, as well as others.

     

    Another option would be to segment them via a picklist, and set up reports or views to show each 'group'.

     

    Is that any help to you?

     

    Phil
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