| 1. | On the Mapping page, click Save on the action bar and select Save to research group. The Add constituents to screen appears. |
| 2. | Select whether to save the records to a new research group or an existing research group. |
| • | To create a new research group, select New research group and enter a unique name and description to help identify the group. |
| • | To add the records to an existing group, select Existing research group and search for the group to add the records to. |
| 3. | Click Save. You return to the Mapping page. |