Saving a Lookup as a Group

You can save the Lookup as a Group after you create a lookup to find contacts, accounts, opportunities, leads or tickets to access again.

To create a group using a lookup:

  1. Perform a Lookup from a list view. See Using lookup
  2. Right-click the Lookup Results tab, and select Save Lookup as Group.
  3. Specify a descriptive name in the Group Name field in the Save Lookup Results as New Group window.
  4. Click OK.
    Note: This group is automatically marked as a Favorite. Favorites display as tabs in alphabetical order up to the limit allowed by the administrator. Use the Groups list to manage your Favorites.