Adding a record to a group from the record summary screen

You can add a person, company, case, opportunity, or lead record to a static group from the record's summary screen.

You can add a company with no people to a group. However, the group cannot appear in an Outbound Call list.
  1. On the top bar, click the Search arrow and click <Entity>.
  2. Find the record you want to add to the group.
  3. Click the record link to open the record summary screen.
  4. Click Add to Group.
  5. Select the group from Select Group.
  6. Click Save.