---
schema_version: "1"
id: 3ab2dbdfa347110fb211c41877a1571fa58ca32edf75e5c33878e818021b4947
title: Create Groups in Enterprise Sales Management (Managed Package)
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/comms_t_create_groups_in_enterprise_salesmanagement_56170.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.comms_t_create_groups_in_enterprise_salesmanagement_56170.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 70c0021fc644c083cbf560234e49e852ca9d7e79057a4e916650d8084d89f5bc
description: After you add a list of locations or subscribers to an enterprise quote or enterprise order, you can organize locations and subscribers into groups.
products:
  - Communications
release: "264"
---
# Create Groups in Enterprise Sales Management (Managed Package)

After you add a list of locations or subscribers to an enterprise quote or enterprise order, you can organize locations and subscribers into groups.

![Managed Package Icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-communications-264-0-0-production-enus/444efb86-ea1e-477e-afbc-56eaac192eaf/communications/images/media_package_icon.png) _This feature is part of the Communications Cloud managed package._

On the enterprise quote page or enterprise order page, you can view locations or subscribers grouped based on various default criteria. For example, you can group locations by city, state, or postal code, and you can group subscribers by city, state, last name, or job title. However, you might want to create your own groups to further simplify your quote or order process. For example, you might want to group all the locations in a few states into a single group, or you might want to group subscribers based on their job titles. In such cases, you can create a custom group.

The following instructions describe how to create a group of subscribers, but you can also similarly create groups of locations.

1. On the enterprise quote page or enterprise order page, go to the Subscriber tab.
2. Use one of the default grouping options to view subscribers in groups, if required, or select **No Grouping**.
3. Select the checkbox for each subscriber or each group that you want to add to a group. If you select a group, all entries in that group are selected.
    
    The **Add to Group** button appears only when you select the checkbox for at-least one subscriber/group.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-communications-264-0-0-production-enus/444efb86-ea1e-477e-afbc-56eaac192eaf/images/icon_note.png)
    
    Note
    
    If you don't select the checkbox for even one subscriber/group, then you can see Create Group instead of Add to Group. You can click Create Group to create a group with an expected member count. For more information, see [Create a Group with an Expected Member Count](https://help.salesforce.com/s/articleView?id=ind.comms_t_create_a_group_with_an_expected_member_count_56253.htm&release=264.0.0&type=5 "Sometimes, a sales agent isn't sure of the details of the quote members or order members that will be part of a group or a sales agent may not want to specify them at all. In such cases, a sales agent can create a group with an expected member count. A sales agent can perform all operations on this group, as they would on any other existing group.").
    
    ![List of subscribers with VP, CMO, CTO, and other groups selected. The Add to Group button is now available.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-communications-264-0-0-production-enus/444efb86-ea1e-477e-afbc-56eaac192eaf/resources-product/images/b2b_subscriber_tab_add_to_group.png)
4. Click **Add to Group**. The Add to Group dialog box appears.
5. Click **Create a New Group**, enter a unique name, and click **Save**.
6. To view the subscribers grouped according to the new group, select the new group from the **Group by** menu.
    
    ![Group By menu with Executives selected.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-communications-264-0-0-production-enus/444efb86-ea1e-477e-afbc-56eaac192eaf/resources-product/images/b2b_group_subscribers_by_executives.png)

- The subscribers or locations are grouped according to the criteria you specified. You can now:
    
    - View members in groups
    - View all your custom groups
    - Modify groups
    - Add products to specified groups