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Creating a group based on a primary entity search
If you've access to groups, you can create a group containing the results of a search on a primary entity (Company, Person, Case, Opportunity, Lead, Quote, or Order). For example, you can create a group based on the results of a search for all companies based in Chicago.
You can also create a group based on the results of an Advanced Find search . For more information, see Using Advanced Find.
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Click Find | <Entity>.
- Enter your search criteria and click Find. A list of matching records is returned.
- Click Create New Group.
- Enter a name and description for the new group.
- Select who can access the group from Available To.If you're an Info Manager with Groups access, you can make groups available to other Info Managers, or keep them for your own private use. If you're a System Administrator, you can make a group available to all users.
- Select dynamic or static from Type.
- Click Save.
See Also:
Creating a group
Creating a group from the Groups tab
Creating a group from the Wave Activities tab
Group action buttons
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