How to create a group

1. Log in to My Fundraising Place
2. Go to Sales > Groups
3. Click on the + button to create a group (Alternative creation: when in Contact click on the + button under the Group Tab)
   
   
4. Enter in fields:
   • Name
   • Group Size
   • Category : Activity
     • Enter activity in search box
       
     • Select activity and click OK
   • Lead Rating
   • Lead Source
   • Description
   • Owning User
   • Email Address
   • Phone
   • Website
   • Make Checks Payable To
   • Tax Rate
5. Click on the Save button
6. Enter in Address:
   
   • Enter in address and click on the Validate button. It is very important to validate addresses right away as you enter them. An accurate location is very important for all mapping purposes.
     
     • Click on either Validated Address button or Use Current Address button
   • Pick from address functions if needed (Left to right):
     
     • Open Scheduling Tool
     • Copy
     • Paste
     • Map It in Google Maps
     • New Address
     • Delete
     • Make Primary Address
   • If multiples, select primary
7. Verify that Phone Number and type are correct
   
   • If multiples, select primary
8. Verify that Email Address and type are correct
   
   • If multiples, select primary
9. Click on the Save & Close button

Changing a group

1. Log in to My Fundraising Place
2. Go to Sales > Groups
3. Double-click on the group you want to change
   
4. Make changes to contact
5. Click on the Save & Close button