- On the left navigation, click Leads & Contacts > Contacts.
- Use the search bar to quickly find your contact(s).
- Search by name, email, or phone number.
- Check the box next to each contact name.
- At the top of the screen, click Actions > Set Groups.
- Toggle the Add Groups option then choose the group(s).
- NOTE: If you need to create a new group, input the name of the group and click Add New Group.
- Click Submit.
- Click Notify Shared Members to notify the shared users of a certain contact.
How to Add Individual Contacts to Groups Print
Modified on: Thu, Mar 19, 2020 at 9:37 AM
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