Video Tutorial: Grouping and Filtering

Learn how to put Records into Groups, which is helpful to organize your customers based on priority, deal size and location. Then, how to filter and organize your Map and Lists to see only certain customers based on those Groups, location radius and more.

To learn more about Grouping:

• Click Here to read about Grouping on Web
• Click Here to read about Grouping on Mobile

To learn more about Filtering:

• Click Here to read about Filtering on Web
• Click Here to read about Filtering on Mobile