Groups are an easy way for you to combine and categorize certain contacts or leads. There are two different types of groups that you can create:

  • Manual Groups - 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. Click HERE to learn more.
  • Smart Groups - 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. 


Why Can't I Edit Some Groups?

There are some groups that cannot be edited. These groups are called Default Groups and they are added during the account creation process. 


Please reach out to your internal administration team for more information.