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:
- Navigate to “Maps” tab > “Companies” > “All”
- Navigate to “Maps” > “People” > “All”
- Navigate to “Maps” > “Deals” > “All”
- Tap on the Wrench icon the bottom left corner, followed by the "Lasso" icon
- Drag your finger to draw a circle around the desired pins
- Tap “Edit Lassoed Pins”
- Here, you can assign the pins to a preexisting Group
- Tap “Save” to add the pins to the Group
To add pins to a Group through Records:
- Navigate to “Records” tab > “Companies”
- Tap “People” to add records to People Groups
- Tap “Deals” to add records to Deals Groups
- Tap into the Record you want to add to a Group
- Tap "Relationships"
- Tap "Manage" next to Groups
- Here, you can assign the record to a preexisting Group
- Tap on the Group name
- Tap "Done"
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