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Adding a Primary Entity Record to a Group
You can add a primary entity record (person, company, case, opportunity, or lead) to an existing group based on that entity directly from the entity summary screen. In this example, we will add a company record to a group.
Note: Primary entity records can only be added to static groups in this way.
To add a primary entity record to a group:
- Select Find | Company and locate the company you wish to add to a group.
- Open the company summary page.
- Click on the Add This Record To A Group button. The Add To Group dialog box is displayed.
- Select the group to which you wish to add the record from the Select Group drop-down list. For this example you can choose from static groups based on the Company entity, which are available to all users.
- Click on the Save button.
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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