Adding Multiple Records to a Group

Users with group access rights can add multiple records of the same entity type to any static group. You can add records by searching on a standard entity search screen, or you can search for records using an advanced search. You can also add all of the records of one group to another group, provided both groups are based on the same entity. When adding multiple records to a group, a notice will be displayed to alert you if you attempt to add a record that is already in the destination group.

Note: CRM will not add records for which users do not have security rights. Instead, users will be informed that the records are not available to the user.

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See Also:

Creating a Group

Creating a Group from the Groups Tab

Creating a Group from the Wave Activities Tab

Creating a Group Based on a Primary Entity Search

Group Action Buttons

Adding Multiple Records to a Group using Find/Saved Search