Once a Group is created, you can begin adding Records to it. It is easiest to add pins to a Group in Map View.
To add pins to a Group through Lasso:
- Click on “Map” > “Companies Map” in the Navigation Menu
- Select “People Map” to add records to People Groups
- Select “Deals Map” to add records to Deals Groups
- Click on the Lasso tool (the second icon in the tool bar on the right side of the page)
- Use the Lasso tool to circle the desired pins for the Group
- Click “Edit” in the top left corner of the page
- A pop-up appears where you can assign the lassoed pins to the new Group that was created
- Click “Save” to complete the process
To add pins to a Group through List View:
- Click on “Records” > “Companies List” in the Navigation Menu
- Select “People List” to add records to People Groups
- Select “Deals List” to add records to Deals Groups
- Click on the empty box next to the records you want to add to the Group
- Select "Bulk Edit"
- A pop-up appears where you can assign the records to a Group
- Check the box of the Group you want to add these Records to
- Click "Save" to complete the process
To add pins to a Group through Records:
- Click on “Records” > “Companies List” in the Navigation Menu
- Select “People List” to add records to People Groups
- Select “Deals List” to add records to Deals Groups
- Click into the Record you want to add to a Group
- Scroll Down to "Groups"
- Click "Manage Groups"
- A pop-up appears where you can assign the record to a Group
- Check the box of the Group you want to add the Record to
- Click "Done"
Comments
0 comments
Please sign in to leave a comment.