Contacts can be grouped into Contact Groups that is familiare
to ACT! Users, but more powerful. Contact Grouping is a simple,
robust, user specific index creator to your Contact database in
the Salesboom CRM. Contact groups can be created by organization
or by any Salesboom user. Contacts can be grouped in multiple
groups, allowing a many-to-many naming conventions to allow you
to drill down to contacts quickly and effortlessy.
There are default contact groups created
for each Salesboom User
- "(Organization Name) Contact Groups" - the root
group for the organization which contains all the contacts organization-wide.
- "(User Name) Contact Groups" sub group – each
user in the organization will have their username as a root
contact group that contains all of the contacts owned by that
To View Contact Groups
Goto Contacts home page and click "Manage Contact Groups".
If group has, for example, 50 contacts in it, "50 Contacts"
will be displayed after the group link.
Click on a Contact Group link to view a contact group by choosing
a contact group from the tree.
Creating Contact Groups
To create a Contact Group in your Salesboom.com account, click
the "Manage Contact Groups" link along the left side
of the Contacts section.
Click on the "Groups" tab and click "Add Group"
to add a sub group to the current contact group.
Adding Contacts to Contact Groups
(Edit a Contact Group)
Click "Add/Remove Contact(s)" to add or remove contact(s)
Deleting Contacts From Contact Groups
Deleting a contact group will delete all Contacts links from
the contact group and from all Contact
Group sub groups. The contact records themselves are not deleted
by deleting a contact group. Deleting a contact group just deletes
that named index or set of pointers to the Contact records stored
in the CRM database. Click "Add/Remove Contact(s)" to
add or remove contact(s) from group(s).