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Groups (Saved & Current)

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A Saved Group is a set of contacts you have grouped together for a purpose. Members of these groups do not change except by you choosing to add or remove them. The value of a Saved Group is that it keeps a set of contacts together even if some of their attributes change, whereas a Lookup will only find contacts who meet the criteria at the moment the Lookup is run.

Features of saved groups

Individual contacts can be members of multiple groups or none at all.

You can compare a group to another group to see who is/is not a member of either one.

You can lookup all members of the group to assign tasks or history to all members.

Groups can be more customized than a lookup. Since a Saved Group is just a list, contacts can be manually added or removed from it.

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Current vs. Saved Groups

Setting up a new Saved Group



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