Using the Group Shortcut menu

The groups shortcut menu enables you to create and manage groups.

Note: Not all menu options are available on all list views.

To access the groups shortcut menu

Right-click a group tab on a list or detail view.
Choose from these options:
- Copy group. See Copying a group
- Modify group. See Modifying groups
- Delete group. See Deleting groups
- Share template. See Sharing Word templates with other users
- Export records. See Exporting records to a file
- Set as Default group. See Setting a default group
- Revert Layout:
  Undoes any customizations made to the group and returns the group appearance to layout determined by the Query Builder Layout tab. See Query Builder layout
- Add Group. See Adding an advanced query group

To access the Lookup Results shortcut menu

Right-click the Lookup Results tab after performing a lookup.
Choose from the following options:
- Save Lookup as Group. See Saving a Lookup as a Group
- Export
- Revert Layout:
  Undoes any customizations made to the group and returns the group appearance to layout determined by the Query Builder Layout tab. See Query Builder layout
- Add Group. See Adding an advanced query group

To access the Group list view Shortcut menu

Select one or more records.
Right-click in the Group list view.
Choose from these options:
- Save Records as Group. See Adding an Ad Hoc group
- Remove from Group. See Adding Ad Hoc group records
- Add to Existing Group. See Adding Ad Hoc group records
- Opportunity Statistics. See Using opportunity statistics (Opportunity List view)
- Merge Records. See Merging records (Contact and Account List views only)
- Email. See Emailing contacts or leads (Contact and Lead List views only)