Adding Multiple Records to a Group using Find/Saved Search

To add multiple records to a group using Find/Saved Search:

1. Select My CRM | Groups.
2. Click on the link for the group you wish to add records to. The Group Details screen is displayed.
3. Click on the Add Records To The Group button. The Add To Group dialog box is displayed.

4. Add Records Via Find / Saved Search is selected by default. Click on Continue. The Entity Search Screen is displayed.
5. Search for the records you wish to add to the group using the filter options or by running a saved search.
6. Click on the Add To Group button. A notification will be displayed to tell you how many records have been added to the group.
7. Click on the Continue button to go to the Group Details page.

Go to Groups home page...

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