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Adding a primary entity record to a static group

You can add a record to a static group, directly from the record's Summary screen.This is possible for Person, Company, Case, Opportunity, and Lead.

The following example explains how to add a Company record to a group.

1. Click Find | Company and locate the company you want to add to the static group.
2. Open the Company Summary page.
3. ClickAdd This Record To A Group.
4. Select the group from the Select Groupdrop-down list. For this example you can choose from static groups based on the Company entity, which are available to all users.
5. Click Save.

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

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