Changing a Group’s Definition

A group’s name or definition can be modified through the edit function. Changing this information will not affect the members of the group. You can only edit groups that you have created.
To edit a group:

1)  In the Groups Tool, click on Edit.

2)  In the Group Maintenance form, find the group that you want to edit in the list at the bottom.

3)  Click on edit in the action column for that group. The fields at the top of the form will contain the group’s information.

4)  Change anything in the Name or Description fields, or change the Sale Forecast checkbox. (The type of group cannot be changed.)

5)  Click on Save. You will see the changes in the list at the bottom of the form.

6)  Click on home (mySalesChain) to exit.