1. Customer Relationship Management Fundamentals Implementation Guide
  2. Creating Email Groups

Creating Email Groups

Access the Add Email Group form.

To create an email group:

  1. Enter the group name and type, and enter any comments for the group.

  2. Click the button corresponding to the action that you want to take:

    • Save and Close (save and return to the Email Group - Search For Email Groups form).

    • Save and Continue (save and continue creating the current email group).

    • Save and Add New (save and clear the form to create a new email group).

    • Cancel (discard the new email group and return to the Email Group - Search For Email Groups form).