Exercise 1 - Create a Grouping LLM

• PDF Version

Task: Add a lookup value to the Grouping field

Scenario: To track prospects for next spring, you want to put them all in one grouping. Add the grouping entitled Incoming Spring 2025 to the Grouping field. You will use this grouping in the next exercise.

If you’d like to try the exercise on your own without detailed instructions, feel free to do so. If not, detailed instructions follow.

Guided Practice

Add the Grouping Value

1. In Unite, click the Greek username to expand the System Configuration menu.

2. Click Global Settings.

3. Click the Fields tab.

   a. Collapse the left navigation pane to increase the Fields workspace

4. Filter the Field Name column to show Grouping.

Tip: Use the operator Contains and type the letters gro to filter

5. Click Grouping.

6. Click +Add New Lookup Value.

7. Enter Incoming Spring 2025- [Your Greek Letter] in the Field Value name box.

8. Verify the Active check box is selected.

9. Click Save.

10. Click Save.

11. Click X to close the LSAC Unite Setup window.