Group action buttons

Creates a task against each recipient on the group.

Sends an email to each recipient on the group.

Merges a standard template with the address and contact details of the recipients in the group. If your System Administrator has disabled the Merge to Word option at a system level, the Merge to Word button isn't displayed.

Exports the group as a text or a CSV file. Exported groups can be viewed from My CRM | Shared Documents.

Lets you set up an E-marketing email wave activity to send an E-marketing email to each recipient on the group. Choose a Campaign and Wave for the E-marketing email wave activity first. E-Marketing must be enabled. Please refer to Setting up an E-marketing campaign and Creating an E-marketing email for more information.

Allows simultaneous updates to all records in the group. Displayed to System Administrators only if Allow Mass Update And Update Territory is set to Yes in Administration | System | System Behavior. For more information, see Performing a mass update on a group.

Allows an administrator to update territories for a group. Displayed to System Administrators only if Allow Mass Update And Update Territory is set to Yes in Administration | System | System Behavior. For more information, see Updating group territories.

Toggles all members of the group to be included. Available for static groups only.

Toggles all members of the group to be excluded. Available for static groups only.

Refreshes the group to include all records which have been added since the creation of the group and meet the search criteria.

If the group has already been used for an action, excludes the people, companies, or leads who were the targets of that action. Available for static groups only.