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Groups

• Introduction to groups
• Technical overview of groups
• Groups tab
• Creating a group
• Creating a group from the Groups tab
• Group action buttons
• Creating a group from the Wave Activities tab
• Creating a group based on a primary entity search
• Adding a primary entity record to a static group
• Adding multiple records to a group
• Adding multiple records to a group using Search/Saved Search
• Adding multiple records to a group using Advanced Find
• Adding the records of a group to another group
• Refreshing a group
• Editing a group
• Performing a mass update on a group
• Updating group territories
• How group information is stored
• Key attribute data generated by groups
• Adding group list information to a tab
• Exporting group information
• Viewing an exported group
• Sending mass emails
• Sending emails to groups
• Sending E-marketing emails to groups

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