Add Records to Groups

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:

1. 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
2. Click on the Lasso tool (the second icon in the tool bar on the right side of the page)
   
   
3. Use the Lasso tool to circle the desired pins for the Group
4. Click “Edit” in the top left corner of the page
   
   
5. A pop-up appears where you can assign the lassoed pins to the new Group that was created
   
   
6. Click “Save” to complete the process