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.

This group is automatically marked as a Favorite. Favorites display as tabs in alphabetical order up to the limit allowed by your administrator. Use the Groups list to manage your Favorites.

Related Topics

Groups Overview

Query Builder Overview

Modifying Groups