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Editing a group

You can edit certain fields in both static and dynamic groups.

  1. Click the Groups tab.
  2. Open the group that you want to edit. The Group Details page is displayed.
  3. Click Change. Group Stage 1 of 4 is displayed.
  4. Click Continue to move through the editable group attributes.
  5. When you reach the Group Stage 4 of 4 page, click Save.

Group records are locked for editing when selected. This means only one user can make changes to a group at any one time.

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