How to Create and Add a Group to a Contact

Contact Groups

Contact Groups are where you will be able to group contacts together. Groups can be created and contacts can be added to multiple groups. For example, you can create a leads, customers, and past customers group. You can then add contacts to that group to view which contacts are associated with a particular group. This feature can also help you filter your contacts.

To learn how to create and add a group to a contact, please follow the steps below.

How to Create a Group

1. Click the CRM module icon on the left menu to enter any CRM listing page. On the blue menu bar on the top, click the icon with the 3 circles. Click the Contact Groups button.

2. Click the green group button on the top right of the page.

3. Enter the details for the group. Click the save button.

How to Manually Add a Group to a Contact

1. On a contact detail page, click the Groups & Lists tab. Click the drop down menu to select a group or type in the name of the group to search from the options available on the drop down bar. Click the green + button to add the group to a contact.

Once added, the contact group will appear on the Groups section for the contact. If you wish to delete a group for the contact, click the x symbol next to the group that was added.