Adding the Records of One Group to Another Group

To add the records of one group to another group:

1. Select My CRM | Groups.
2. Click on the link for the group you wish to add records to. The Group Details screen is displayed.
3. Click on the Add Records To The Group button. The Add To Group dialog box is displayed.
4. Select the Add Another Groups Records radio button.
5. Click on Continue.
6. Select the group whose records you wish to add from the Groups drop-down list.
7. 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.
8. 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