Add Records to Groups

Once a Group is created, you can begin adding Records to it. The easiest way to mass add pins to a Group is through our Lasso tool.

To add pins to a Group through Lasso:

1. Navigate to “Maps” tab > “Companies” > “All” 
   • Navigate to “Maps” > “People” > “All” 
   • Navigate to “Maps” > “Deals” > “All” 
2. Tap on the Wrench icon the bottom left corner, followed by the "Lasso" icon
3. Drag your finger to draw a circle around the desired pins
4. Tap “Edit Lassoed Pins”
5. Here, you can assign the pins to a preexisting Group
6. Tap “Save” to add the pins to the Group

To add pins to a Group through Records:

1. Navigate to “Records” tab > “Companies”
   
   • Tap “People” to add records to People Groups
   • Tap “Deals” to add records to Deals Groups
2. Tap into the Record you want to add to a Group
3. Tap "Relationships"
4. Tap "Manage" next to Groups
5. Here, you can assign the record to a preexisting Group
6. Tap on the Group name
7. Tap "Done"