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How to Edit Groups

You can edit the definition of any editable group.


  1. Navigate to Leads & Contacts > Groups.
  2. Check the box next to the group you want to update. 
  3. At the top of the page, click the Update Selected (pencil icon) button.
  4. In the slide-out panel, make your updates and click the Submit button.


Notes
You may not be able to update a group depending on your permissions and access. The group must be editable, as indicated by a checkmark in the Editable column.


If you have appropriate permission, you can click the Make group editable button with a non-editable group selected. The group becomes editable, but this is a 1-way change (you cannot make it non-editable again). Contact your administrator or TE customer success manager for additional assistance.



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