Groups

Show me how to:

• Understand the scope of Group functionality.
• How groups are compiled.
• Access the Groups tab.
• Create a group.
• Create a group from the Groups tab.
• Create a group from the Wave Activities tab.
• Create a group based on a primary entity search.
• Add a primary entity record to a group.
• Add multiple records to a group.
• Add multiple records to a group using Find/Saved Search.
• Add multiple records to a group using advanced find.
• Add the records of one group to another group.
• Editing a Group.
• Perform a mass update on a group.
• Update group territories.
• Refresh a group.
• Understand how information generated through groups is stored.
• Process information generated using groups.
• Add a tab to hold information generated by groups.
• Export group information.
• View an exported group.
• Configure the system to send mass e-mails.
• Send a mass e-mail.