- On the left navigation, click Leads & Contacts > Contacts.
- At the top of the screen, click the Filter button.
- Create a saved list by updating your filters. Click HERE to learn how.
- Next to the Actions column, check the checkbox.
- This selects all contacts within the saved list.
- At the top of the page, click Actions > Organize contacts > Set groups.
- A slide out page appears.
- 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.
