How do I create a Group?

Creating a Group demonstrates how to create a group. It shows how to create a group, how people exist within a group, and what information is captured within a group.

0:00 – 1:50: Explaining how to begin process and how to create basic group contact info

1:50 – 3:00: Associating an existing person with a group

3:00 – 3:30: Explaining the administrator and financial contact roles

3:30 – 5:00: Adding a new person to a group (i.e., creating the new person’s record)

5:00 – 5:15: Reviewing the new group’s information