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What Are Groups in the Contacts Module

Groups are custom collections of contacts you define yourself - useful for organizing contacts by region, type of relationship, or any grouping that makes…

Steps

  1. Go to Contacts and click the "Groups" tab to see your existing groups, or create one.
  2. Click "Create Group," name it, and select which contacts belong to it.
  3. Add more contacts to a group later via "Add to Group" from the All Contacts table.
  4. Unlike Smart Lists, Groups are a fixed, manually chosen set of contacts rather than a saved search.

Related Articles

  • How Do I Create a Contact Group?
  • What Are Smart Lists in Contacts?
  • Can a Contact Belong to Multiple Groups?

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