Info Request-Create a general interest or travel lead group

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Setup, Manage, and Distribute Leads : Setup Lead List Groups : Create a general interest or travel lead group

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Create a general interest or travel lead group

1.	Click Groups in the left-hand navigation bar.

2.	Click Create a Group.

3.	Complete the Add a New Group screen.

Figure 4-3 Add a New Group screen

4.	Click Save Group.

Figure 4-4 Sample of a new group

Group Type indicates a group category that may be used when sorting and locating your groups. ChamberMaster may have defined a group type of Lead List Mailing Groups that can be used for this purpose. However, you may wish to create your own group type that is assigned to all your lead list groups. Please refer to the Groups module documentation for instruction on creating a new group type.

5.	If desired, click Group Membership Roster to proceed to the screen to add group members and follow the steps in the next section.