Adding an Assignee Group for Third-Party Contacts

After adding accounts and contacts, you can create contact groups that owners can use to quickly assign multiple contacts at once to read or complete content. You can add an assignee group that includes third-party contacts from a single site or a group that includes third-party contacts from multiple sites.

Add an Assignee Group for Third-Party Contacts

  1. Click Settings & Tools > Third-Party Setup, and then click Group Manager.
  2. If you have access to multiple sites, select a site containing at least some the third-party contacts you want to assign to the group.

  3. Click New, and then click New Group or New Multi-Site (Global) Group.
  4. Type a group name.
  5. In the group name list, do one of the following:
    • To include specific contacts from specific sites and accounts, select Manually Select Users, and then do the following.
  6. Select an account, and then select the contacts you want included in the group.

    Note: A contact designated as an account's primary contact is marked with .

    • To include all contacts from all accounts in the currently selected site, select All Contacts.
    • To include only those contacts designated as account representatives for all accounts in the currently selected site, select All Primary Contacts.
  7. (Multi-site group only) Select a different site, and then select additional contacts.
  8. Click Save.