How to Create and Add a Group to a Contact

Overview

Got a growing list of contacts that’s starting to feel overwhelming? No worries—TIEIT makes it super easy to organize your contacts into groups. Think of groups as folders for your leads, customers, or any category you like! This feature helps you stay organized and filter contacts like a pro. Let’s walk through how to create groups and add contacts to them.

Why Group Contacts in TIEIT?

Grouping contacts helps you stay organized and improves efficiency when managing large volumes of leads, customers, or other contact categories. It’s like giving your CRM a turbo boost for smarter workflows!

Steps to Create and Add a Group to a Contact

How to Create a Group

Access the CRM Module

Log in to TIEIT and click the CRM module icon on the left menu.
Once you’re on the CRM listing page, look at the blue menu bar at the top and click the icon with the three circles.
Select Contact Groups from the dropdown.

Create a New Group

Click the green + Group button in the top-right corner of the page.
Enter the group details—like a name that reflects its purpose (e.g., “VIP Clients” or “Potential Leads”).
Click Save to create your shiny new group! 🎉

How to Manually Add a Group to a Contact

Open the Contact Detail Page

Go to the contact you want to update by clicking on their name from your contact list.
Once on the contact’s detail page, select the Groups & Lists tab.

Add the Contact to a Group

Click the dropdown menu under the Groups section.
Start typing the group’s name or pick one from the list of suggestions.
Hit the green + button to add the contact to the group. Ta-da!

Verify and Manage Groups

After adding, you’ll see the group listed under the Groups section for that contact.
Need to make changes? Simply click the x symbol next to the group name to remove it.

Pro Tips for Efficient Group Management

Pro Tip: Use group names that are easy to understand and reflect their purpose. For example, "Newsletter Subscribers" or "Follow-Up Needed."
Streamline Your Workflow: If you regularly add contacts to the same group, consider creating an automated process to save time.
Keep It Tidy: Regularly review your groups to make sure they’re still relevant and up to date.

Now that you’re all set, go ahead and start organizing your contacts into groups.