Saving a Lookup as a Group

After you create a lookup to find contacts, accounts, opportunities, leads or tickets, you may want to save the lookup as a group so you can access it again.

To create a group using a lookup

  1. Perform a Lookup from a List view.
  2. Right-click the Lookup Results tab, and select Save Lookup as Group.
  3. In the Save Lookup Results as New Group dialog box, type a descriptive name in the Group Name box.
  4. Click OK.

Related Topics

Groups Overview

Query Builder Overview

Modifying Groups