To use Groups in Salesgem, log in to your account and navigate to the Groups section from the dashboard. Groups allow you to organize leads, contacts, companies, or team members into specific collections for easier management and collaboration. Unlike dynamic Segments that automatically update based on rules, Groups are typically used to manually categorize and manage records according to your business needs.
Once your groups are created, you can use them to streamline sales and marketing activities. For example, you can assign a dedicated sales team to a group of enterprise prospects, share specific lead lists with team members, track campaign-related contacts, or manage customers belonging to a particular region. Groups improve organization, simplify collaboration, and help teams access the right records quickly. By maintaining well-structured groups, you can improve productivity and ensure efficient management of your sales pipeline.