There are two types of groups you can create:

  • Manual Group - A group that does not have any connected criteria or filters added. This method is only if you want to manually add or remove contacts from the group. 
  • Smart Group - A group that automatically and dynamically adjusts the contacts within the group due to certain filters or conditions that you have added. Click HERE to learn more. 


Create a Manual Group

  1. On the left navigation, click Leads & Contacts > Groups. 
  2. Click Create
  3. Input a name and a description for the group then click Submit.


NOTE: Do not add any criteria under the Smart Group Filters heading.