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How Do I Create a Contact Group

Groups let you bundle related contacts together for easier filtering and bulk actions, created from the Groups tab. Go to Contacts and click the "Groups" tab.

Steps

  1. Go to Contacts and click the "Groups" tab.
  2. Click "Create Group."
  3. Enter a Group Name and, optionally, a Description.
  4. Under "Select Contacts," search or use "Select All" to choose which contacts belong in the group - a running "N contacts selected" count updates as you pick.
  5. Save the group.

Related Articles

  • Can a Contact Belong to Multiple Groups?
  • What Are Groups in the Contacts Module?
  • What Does the Add to Group Button Do?

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