How to add Multiple records to a group?

In order to perform this action, you need to arrange the records to the list view

Adding multiple records to a group is simple (We used Accounts as an example)

  1. Go to Sales.-> Accounts -> Open a Filter or Group name
  2. Select the records that need to be added to another group
  3. After selecting the necessary records, click on the icon below
  4. Then select Add to Group option from the list
  5. Select the group name from the dropdown where you want to add your contacts then click on Apply.

OR select All records to add all records to the group, then click on Apply.

6. Click on OK to confirm.

 

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