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 through Lasso:

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

To add pins to a Group through List View:

1. 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
2. Click on the empty box next to the records you want to add to the Group
3. Select "Bulk Edit"
4. A pop-up appears where you can assign the records to a Group
   
5. Check the box of the Group you want to add these Records to
6. Click "Save" to complete the process

To add pins to a Group through Records:

1. 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
2. Click into the Record you want to add to a Group
3. Scroll Down to "Groups"
4. Click "Manage Groups"
5. A pop-up appears where you can assign the record to a Group
6. Check the box of the Group you want to add the Record to
7. Click "Done"