Unlike standard groups that are based on a set of conditions, ad-hoc groups contain records that are static.  The accounts, contacts, or opportunities remain the same unless you edit the group.  Ad-hoc groups are useful for many reasons, for example during a Mail Merge an ad-hoc group is created for failed merges to identify the contacts that failed and allow you to correct the error.

This Workshop will show the user how to create a group of ad-hoc contacts and send an email using the blind copy feature.

Upon completion of this Workshop the user will have the ability to create ad-hoc contact groups.  This added skill will give the user more ease in sales and marketing efforts.

Workshop registration is only available to registered community members. Registration is FREE and entitles you to full community benefits, such as workshops, forums, downloads and more! To register for this workshop, you must do one of the following: Register to become a community member Sign in if you are already a member