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Adding multiple records to a group using Advanced Find

1. Click My CRM | Groups.
2. Click the group you want to add records to. The Group Details screen is displayed.
3. Click Add Records To The Group. The Add To Group dialog box is displayed.
4. Select Add Records Via Advanced Find and click Continue. The Advanced Find page is displayed.
5. Search for the records you want to add to the group using the advanced find options or by running a saved search.
6. Click Add To Group. A notification is displayed to tell you how many records have been added to the group.
7. Click Continue to go to the Group Details 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

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