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Groups and SubGroups - Best Practices/Suggestions?

Tuned Listener
Posts: 22
Country: USA

Groups and SubGroups - Best Practices/Suggestions?

I'm starting to use Groups and SubGroups more and more. I was wondering if anyone had any Best Practices/Suggestions?

 

For example, should one add both the Group *and* the SubGroup to a Contact? Or, just the Subgroup? Why or why not?

Tuned Listener
Posts: 22
Country: USA

Re: Groups and SubGroups - Best Practices/Suggestions?

Never mind,, found and watched a few good videos, including:

 

Advanced ACT! Training: Using Groups

http://www.youtube.com/watch?v=nW9qwj48eH8

 

Sage ACT! Tutorial: Groups and Companies 

http://www.youtube.com/watch?v=IHaLj_aK4rI

Bronze Super Contributor
Posts: 1,170
Country: USA

Re: Groups and SubGroups - Best Practices/Suggestions?

One of the things about groups and subgroups in ACT!, is that the only relationship between them is the tree view on the group screen.

 

Many people come in thinking groups are a set and subset scenario - in other words, contacts in subgroups are also in their parent groups.  Nope.  They can be, but you have to build the logic for each group to do so