Editing a group

You can edit certain fields in static and dynamic groups. When you open a group record, it is locked for other users. This means only one user can edit a group at any one time.

1. Click My CRM | Groups.
2. Click the link of the group that you want to edit.
3. Click Change.
4. You can update Name, Description, and Available To. For more information, see Group fields.
5. Click Continue to move through the editable group attributes and search criteria.
6. Make all necessary changes and click Save.
7. To exclude specific records from a static group, select Exclude.
   • To exclude all records from a static group, click Exclude All.
   • To include all records in a static group, click Include All. For more information, see Group action buttons.