You are here:
Groups
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
.