Adding records to a group from the group details screen

You must have access rights to any record that you want to add to a static group. You cannot add duplicate records to a destination group.

1. Click My CRM | Groups.
2. Click the link for the group to which you want to add records.
3. Click Add Records to the Group.
4. To find additional records using a simple search, do the following:
   1. Select Add Records via Find / Saved Search and click Continue.
   2. Enter search criteria or select a saved search.
   3. Click Find and then click Add to group.
5. To find additional records using a complex search, do the following
   1. Select Add Records via Advanced Find and click Continue.
   2. Create an advanced find or select a saved advanced find.
   3. Click Find and then click Add to group.
6. To add records from an existing group that's based on the same entity as the current group, do the following:
   1. Select Add Another Groups Records.
   2. Select the group and click Save.
   3. Click Close.
7. Click Continue to return to the Group Details screen.