How to create a dynamic selection

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    A dynamic selection is like a saved search with a set of criteria. You can update it whenever you want, and it will automatically include list items that match the criteria you have set.

    For example, you can create a dynamic selection of all your customers. Even if you get new customers, and you lose some old ones, your dynamic selection will tell you exactly who your current customers are.

    Learn how to create a dynamic selection

    Does your version of SuperOffice CRM look different from this video? That's because this video shows SuperOffice CRM in version 8. Most the steps shown in this video are exactly the same in SuperOffice CRM version 9 so this video is a good introduction to this feature irrespective of your SuperOffice version.