Open topic with navigation
Get link | About Sage CRM editions
You are here: Groups > Adding the records of a group to another group
Adding the records of a group to another group
- Click My CRM |Groups.
- Open the group you want to add records to. The Group Details screen is displayed.
- Click Add Records To The Group. The Add To Group dialog box is displayed.
- Select Add Another Groups Records and click Continue.
- Select the group whose records you want to add from the Groups drop-down list.
- Click Save. A notification tells the number of records added to the group.
- Duplicate records are not be added.
- Close the Groups dialog box.
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
Open topic with navigation
Sage CRM user assistance PDFs
