Populate a Filter-based Group

Filter-based groups allow you to automatically group accounts that meet a filter's criteria. Filter-based groups have to be created before you can populate them. For more information, see Create a Group.

To populate a filter-based group

1. On the main menu, select  Groups. The Groups page opens.

2. Locate a group and click the row. The group details open on the right.

3. On the right, click Members. The Members page opens.

4. Do any of these actions.

   • Enter a term in the Search bar.

   • Click All Filters and apply one or more filters.

   • Use the Advanced Search option to create filters.

5. Click Save Filters.