This article will show you how to edit the name of a Group.
1. To edit a Group name, you will need to do this from the Group listing page. To access the main Groups listing page, click on CRM on the left side menu. In the top menu bar under the CRM module, hover over the 3 dots or the more menu option and click down to Contact Groups.
2. This will display the Groups listing page. You have two ways to edit a Group name. You can either click directly on the Group name from the listing page, or you can click on the 3 dots on the far right and click down to the Edit option.
3a) If you choose the first option by clicking into the Group name, it will display the Group details page. To edit the Group name from this page, hover to the right of the Group name until you see a small pencil icon appear. Click into the pencil icon which will pop-out a small edit box option for you to change the Group name. Remember to click on the check mark after you have edited the name.
3b) If you choose to edit the Group name using the Edit option under the 3 dots, a pop-up will appear that will allow you to edit the Group name directly within the pop-up and then remember to click on SAVE.