Displaying and Editing Relationship Groups
- Click Edit to change the fields in theRelationship Group Detail section.
- Click Delete to delete the relationshipgroup. For more information, see Deleting Relationship Groups.
- Click Clone to create a copy of the relationshipgroup.
- On the Relationship Group Members related list, click New to add an account to the relationship group. Formore information, see Editing the Members of Relationship Groups.
- On the Activity History and Open Activities related lists, clickthe buttons such as New Task and Log a Call to add activity records for a relationshipgroup member. By default, the new activity records are associatedwith the primary account on the relationship group.