11-11-2010 10:16 AM
11-11-2010 11:44 AM
Absolutely. Go to your groups, Add New and once you name it, click the "Add/Remove Contacts..." button just above where the contacts will show at the bottom of the screen. Click the "Edit Criteria" button and create your query for the contacts you want to include in this group.
As an example, we use groups such as "Pacific" and make the query look like this:
Contact State Equal To (=) CA Or
Contact State Equal To (=) OR Or
Contact State Equal To (=) NV Or
Contact State Equal To (=) WA Or
Contact State Equal To (=) AZ
11-11-2010 12:00 PM
11-12-2010 03:53 AM
Nope, unfortunately not, but you could do that if you used opportunities to track your product sales. Dynamic groups can list contacts that meet contact or opportunity criteria.