Info Request-Add members to a lead list group
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Setup, Manage, and Distribute Leads : Setup Lead List Groups : Add members to a lead list group
Add members to a lead list group
If you were already in the process of creating your group, you may be able to start at step #3.
1. |
Click Groups in the left-hand navigation bar. |
2. |
Click the Group Name title of the desired group. |
3. |
Click the Roster tab. |
Figure 4-6 Group Membership Roster selection
4. |
Click the desired selection in the Add Group Members area (See Figure 4-7) and follow the instructions on the screen to add your group members. |
5. |
Continue to add group members using this method until your roster is complete. |
Figure 4-7 Group Membership Roster screen