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
- Perform a Lookup from a List view.
- Right-click the Lookup Results tab, and select Save Lookup as Group.
- In the Save Lookup Results as New Group dialog box, type a descriptive name in the Group Name box.
- Click OK.
Related Topics
Groups Overview
Query Builder Overview
Modifying Groups