May 3rd: Creating Contact Groups Like a Pro!



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    Matthew Reynolds

    I have created a smart group, but want to filter certain states to only include accounts that are assigned to a given rep. When I enter the rep name in the search field, it is not adding all that reps accounts in the given State. For example, I created a smart group for all accounts in the State of NY. To give a specific example, the account Catherine H is in NY and assigned to Sue Lang. However, when I put in the filter NY and Sue Lang, Catherine H is still not showing up on the smart contact group.

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