- Navigate to Leads & Contacts > Contacts.
- Locate the contact(s) you want to add to a group and select the checkbox for each on the left side of the list.
- Tip: Use filters to identify several contacts with common attributes, then click the checkbox at the left end of the header row to select all the contacts that match your filters.
- Select Actions > Organize contacts > Set groups.
- In the slide-out panel:
- Select the Add Groups option.
- (optional) If you want to create a new group, enter a name in the Add a new Group field and click the Add New Group button. The new group is added to the list below.
- Check 1 or more boxes in the Groups section to indicate which groups you want to add the contacts to.
- (optional) Click the Notify Shared Users button to open the Notify Shared Users box. Select which users should be notified about the changes you are making and click the Save button.
- Click the Submit button at the top of the panel.
