The Group By tool in Salesgenie allows you to analyze a list of customers or prospects by summarizing key characteristics they share. This makes it easier to spot patterns, segment your audience, and refine your marketing strategy.

How to Use Group By

1. First, create or open a list (or Saved List) of customers or prospects in Salesgenie
2. With the list loaded, click Group By from the options menu
3. Choose the dimensions you want to group by, such as geography, industry, company size, or other available criteria
4. Review the results to see how your list breaks down by those shared characteristics

Tip: Use Group By to compare your best customers against new prospects. This can reveal trends (like location or company size) that help you target future campaigns more effectively.