Create new buying groups
task brazil Updated Sep 10, 2026 1 min read create-new-buying-groups.md
Create buying groups for an account and product family to capture the set of decision‑makers, influencers, and evaluators involved in a purchase decision.
Before you begin
Role required: bg_admin; bg_writer
Procedure
-
Navigate to All > Buying Group > All Buying Groups.
-
Select New.
-
On the form, fill in the fields:
Fields Description Buying Groups Number A system‑assigned, human‑readable identifier for the Buying Group record. Name The name of the Buying Group. It identifies the buying decision being tracked, typically for a specific account and product family. Account The customer account to which the Buying Group belongs. The Buying Group is always associated with a single account. Product Family The product family associated with the Buying Group. Each Buying Group is created for a specific product family within an account. Owner The sales or marketing user responsible for managing the Buying Group, including maintaining its members, roles, and lifecycle status. Stage Represents the current lifecycle state of the Buying Group. Stages reflect the progress of the buying decision itself (for example, Identified, Qualified, In‑sales motion, Successful, or Disqualified) and are independent of opportunity stages. Description Optional text that provides additional context about the Buying Group, such as the purpose of the buying decision or relevant background information. Active Indicates whether the Buying Group is currently active. Inactive Buying Groups represent completed or discontinued. System Information Created The date and time when the Buying Group record is created. Created by The user who created the Buying Group record. Notes WorkNote An internal notes field used to record observations, updates, and important context related to a Buying Group. It captures ongoing activities, signals, or decisions associated with the purchase and supports internal collaboration and tracking. -
Select Save.
The new buying group is created.
Related topics
58 lines · 2.9 KB
---
title: Create new buying groups
description: Create buying groups for an account and product family to capture the set of decision‑makers, influencers, and evaluators involved in a purchase decision.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/order-management/create-new-buying-groups.html
release: brazil
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Buying Group, Sales automation apps, Configure, Sales Customer Relationship Management]
---
# Create new buying groups
Create buying groups for an account and product family to capture the set of decision‑makers, influencers, and evaluators involved in a purchase decision.
## Before you begin
Role required: bg\_admin; bg\_writer
## Procedure
1. Navigate to **All** > **Buying Group** > **All Buying Groups**.
2. Select **New**.
3. On the form, fill in the fields:
|Fields|Description|
|------|-----------|
|Buying Groups|
|Number|A system‑assigned, human‑readable identifier for the Buying Group record.|
|Name|The name of the Buying Group. It identifies the buying decision being tracked, typically for a specific account and product family.|
|Account|The customer account to which the Buying Group belongs. The Buying Group is always associated with a single account.|
|Product Family|The product family associated with the Buying Group. Each Buying Group is created for a specific product family within an account.|
|Owner|The sales or marketing user responsible for managing the Buying Group, including maintaining its members, roles, and lifecycle status.|
|Stage|Represents the current lifecycle state of the Buying Group. Stages reflect the progress of the buying decision itself \(for example, Identified, Qualified, In‑sales motion, Successful, or Disqualified\) and are independent of opportunity stages.|
|Description|Optional text that provides additional context about the Buying Group, such as the purpose of the buying decision or relevant background information.|
|Active|Indicates whether the Buying Group is currently active. Inactive Buying Groups represent completed or discontinued.|
|System Information|
|Created|The date and time when the Buying Group record is created.|
|Created by|The user who created the Buying Group record.|
|Notes|
|WorkNote|An internal notes field used to record observations, updates, and important context related to a Buying Group. It captures ongoing activities, signals, or decisions associated with the purchase and supports internal collaboration and tracking.|
4. Select **Save**.
The new buying group is created.
**Related topics**
[Using Buying Group](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/using-buying-group.md)
[Buying Group](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/explore-buying-group.md)
| title | Create new buying groups |
| description | Create buying groups for an account and product family to capture the set of decision‑makers, influencers, and evaluators involved in a purchase decision. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/order-management/create-new-buying-groups.html |
| release | brazil |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 1 |
| breadcrumb | Buying GroupSales automation appsConfigureSales Customer Relationship Management |