On the Leads page, tick the leads you want, click Group in the bar at the bottom, and choose an existing group or New group. Later, use Filter and Groups to see only that group.
Add leads to a group
- Go to Leads.
- Tick the box next to each lead.
- Click Group in the bar at the bottom.
- Search for an existing group in Search groups, or click New group. The menu says "Create a group and add selected leads".
- Follow the prompt to name the group. The selected leads are added to it.
Find a group's leads later
Click Filter at the top of the list and choose a group under Groups. Clear the filter to see everyone again. See How to search and filter your leads in FlowForce.
Why use groups
Groups let you pick out a set of leads, such as an event list or a campaign, without changing their stage. Use them with How to assign and update several leads at once in FlowForce.
If it did not work
The bar does not show. Tick at least one lead first.
I cannot find my group. Open Filter, then Groups, and check the spelling.