How do I group records?

            You can group records using List Views. Each module has standard list views that will group your records based on certain predefined criteria. You can also create your own list views that group similar records and share them with other users.

            For example, you can group leads from the United States by setting this criteria: Country is USA.

            Related Link

            Managing Custom Views

            Updated: 08 Aug 2017 04:33 AM
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