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.

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