How to Create and Add a Group to a Contact
Overview
This article explains how to create and add groups to contacts in TIEIT. Grouping contacts helps in organizing and filtering them efficiently, allowing for better management of leads, customers, and other categories.
Steps to Create and Add a Group to a Contact
How to Create a Group
- Access the CRM Module:
- Click the CRM module icon on the left menu to enter any CRM listing page.
- On the blue menu bar at the top, click the icon with the three circles.
- Select the Contact Groups button.
- Create a New Group:
- Click the green Group button at the top right of the page.
- Enter the details for the group.
- Click the Save button.
How to Manually Add a Group to a Contact
- Open the Contact Detail Page:
- Navigate to the contact detail page you want to edit.
- Click the Groups & Lists tab.
- Add the Contact to a Group:
- Click the dropdown menu to select a group or type the group's name to search from the available options.
- Click the green + button to add the group to the contact.
- Verify and Manage Groups:
- Once added, the contact group will appear in the Groups section for the contact.
- To delete a group from the contact, click the x symbol next to the group that was added.