In order to use them on Account records, you first need to configure the Groups.

After reading this article, you will know how to configure Group for your own use. 


Let's get you started


You first need to go to Admin >> Accounts, where you can find the Account Groups section. 

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Adding a new Group

Click on Add to create a new Group.
You can then choose the name. 

Updating an existing Group

Click the name of an existing Group from this list if you want to change the name. 
Changes will automatically apply to the already existing Accounts with this Group.