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Quick Tip

Using Groups!

Are you familiar with Groups?  Here is a bit of knowledge for those of you unfamiliar with this feature:

Groups are a collection of accounts, contacts, opportunities, or tickets that share a specific condition or characteristic.  Use groups to help you manage your workflow. You can use groups to work with a subset of your accounts, contacts, opportunities, or tickets; select data to print on reports; and to send mailings, e-mails, and faxes using the mail merge feature. An account, contact, opportunity, or ticket can be a member of more than one group. You can share groups you create with other users.

I love using Groups because it provides a focus to the work I am trying to do, whether it is calling all of my opportunities within a certain dollar value or sending out an e-mail blast to all current customers on a certain version of SalesLogix.  Try your hand at building groups and if you have a question you know where to go - Ask Dale! 
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Published Thursday, May 10, 2007 8:45 AM 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.