You are here: Groups > Adding the Records of One Group to Another Group
Adding the Records of One Group to Another Group
To add the records of one group to another group:
- 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.
- Select the Add Another Groups Records radio button.
- Click on Continue.
- Select the group whose records you wish to add from the Groups drop-down list.
- Click on the Save button. A notification will be displayed to tell you how many records have been added to the group. Note: Duplicate records will not be added.
- Click on the Close button to close the Groups dialog box.
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