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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:

  1. Select Find | Company and locate the company you wish to add to a group.
  2. Open the company summary page.
  3. Click on the Add This Record To A Group button. The Add To Group dialog box is displayed.
  4. 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.
  5. 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