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Adding Multiple Records to a Group using Find/Saved Search
To add multiple records to a group using Find/Saved Search:
- Select My CRM | Groups.
- Click on the link for the group you wish to add records to. The Group Details screen is displayed.
- Click on the Add Records To The Group button. The Add To Group dialog box is displayed.
- Add Records Via Find / Saved Search is selected by default. Click on Continue. The Entity Search Screen is displayed.
- Search for the records you wish to add to the group using the filter options or by running a saved search.
- Click on the Add To Group button. A notification will be displayed to tell you how many records have been added to the group.
- Click on the Continue button to go to the Group Details page.
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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