To add members to a group from the Members page:

1. Click Constituent360 > Groups.

2. Click the Members tab to open the Member List page.

3. Click the Add Members link to open the Add Members page.

   Note: Click the Set Actions link before entering names to set any additional actions such as logging a specific interaction for the contact. (Otherwise, the system will simply add new contacts or update existing contacts and add them to your group.) This can be a useful feature if all of the members of the group are from Personal Contacts or the result of a Phone Call, as you might want that noted in the contact record.

4. Add each member, providing as much information as you can for each. Use the drop-down menus to add data wherever those menus are provided.

5. Click Save.

   Note: You will receive appropriate messages if any of your new contacts appear to match existing records or if any information conflicts with an existing record (such as a new email address that appears to match the email address of an existing contact). Where conflicts exist, you will be required to resolve them by viewing the two records and making a choice between them.

6. Click Add More to continue adding members or click Done to return to the list of group Members. Any newly created contacts will get a system-generated password assigned to them.