CRM records
Groups
Organize related businesses under a shared structure
Groups provides a higher-level relationship view for businesses that belong together, such as locations, portfolios, or account families
What this workspace includes
- Group list
- Group detail
- Member businesses
- Shared relationship context
Complete workflow
- 1
Create or open a group
Name the shared structure
- 2
Add businesses
Select the member organizations
- 3
Review relationships
Confirm membership and context
- 4
Use the group view
Understand the broader account structure
How records and settings behave
- Groups organize businesses without replacing their records
- A business can retain its own contacts and deals
- Group detail summarizes member context
Working effectively
- Use groups for real operational relationships
- Name groups clearly
- Keep membership current
Keep the correct context
Confirm the active organization, agency, client, site, or record before making a change. The name shown in the workspace identifies where the result will be saved.
Frequently asked questions
Where should I start with Groups?
Name the shared structure
When is my work saved?
Groups organize businesses without replacing their records
How do I confirm the result?
Return to the related list or detail view and review its current status. Group detail summarizes member context