crm3

Selecting New Group alongside the Group Operations list displays the Group Editor as shown in the illustration below, where you can create additional Contact Groups within CRM3®. Follow the steps below to a new Contact Group.

1. Enter a name for the new Contact Group in the Name text field.
2. Select the Lock Membership checkbox to make membership permanent for any Contacts that you add to the Group. This disallows additional members from being added to the Group.
3. Establish conditions upon which membership will be dependent by making a selection
   from the Parameters list then selecting whether the condition should be Equal To or
   Not Equal To the Parameter selected in order for a Contact to be a member of the New
   Group.
4. Click Save to save the Contact Group or click Cancel to close the Group Editor without
   saving the new Contact Group. The Group Editor window, illustrated below, is displayed
   to indicate how many of your Contacts satisfied the parameters selected above; click OK
   to close this window.