04-05-2016 08:52 AM
I have seen a lot of posts on how to add a new contact/person to a group but I want to know if I can add a Company to a group. I want to have a list of prospective companies for future sales calls but I don't have a specific point of contact yet for some companies and I need a way to keep those companies separate. Please let me know if this is possible or if it is only possible to keep individual contacts separate.
04-05-2016 09:10 AM
The Groups are made up only of Contacts and if your Companies don't have Contacts it's not possible.
You could always add temporary Contacts to Companies and then create Dynamic Groups based on the Contacts company field equalling the name of the Companies you want to include in that Group.