In June, we covered the Groups and the Groups tab, and now we’ll be looking at Dynamic Groups, which use Advanced Queries that we discussed last month. Watch Now..
Advanced queries are just a series of lookups connected together logically. Dynamic Groups give you the ability to give that set of lookups an appropriate name and put into a logical structure so you can easily find it when you need it. We’ve shown how Groups can be created with 15 levels of Hierarchy. Making them Dynamic is very powerful and not available in any other CRM products. The video below will demonstrate the many ways of using Dynamic groups to keep your data accurate and to make it easy for you get value out of your data. Groups are a key advantage in tailoring your marketing to specific sets of records with common needs that your company can provide products or services for.