CRM Step By Step

Create and Edit Groups

Create and Use Groups Step By Step

Here are some step by step instructions for creating and using Groups.

A Group is a collection of Contacts. You can use Groups to manage lists of Contacts. For example you can Mail Merge to produce a specific document for every contact in a group or send an Email to every contact in a group.

  • Go to the Mail Merge menu and click Maintain Groups.
  • Click Create Group.
  • Enter the name Golf List
  • Click Ok
  • The new Group has been created and it appears in the list of Groups on the left. If you select the Group you'll see that there are no contacts in the Group yet.
  • Close the form and edit a Customer Record.
  • On the Main Details tab, click the Group button at the bottom.
  • Select Golf List on the right hand side and click the left arrow. Click OK.
  • The customer has now been added to the Group Golf List.
  • Go to the Reports menu and click Customers With Specific Status...
  • Select any status. Click OK. You can add all those customers with that status to a Group by clicking the Add to Group button. Close the form.
  • Go to Tools->Maintain Customers. Here you can select all customers or a subset of customers and assign them to a Group by just selecting the customers, selecting a Group where it shows "Add selected customers to group" and clicking the Add to Group button. Close the form.
  • Go to the Mail Merge menu and click Mail Merge. Select the Golf List group on the left. Here you can select a Document Template and create it for each customer in the selected Group or create Mailing Labels for every customer in the Group. Close the form.
  • Go to the Mail Merge menu and click Email Merge. Select the Golf List group on the left. Here you can select an Email Template and send an Email to each customer in the selected Group. Close the form.
  • Go to the Mail Merge menu and click Send Bulk SMS. Select the Golf List group on the left. Here you can send an SMS Text Message to each customer in the selected Group. Close the form.


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