Open navigation

How to Add Individual Contacts to Groups

  1. Navigate to Leads & Contacts > Contacts.
  2. 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.
  3. Select Actions > Organize contacts > Set groups.
  4. In the slide-out panel:
    1. Select the Add Groups option.
    2. (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.
    3. Check 1 or more boxes in the Groups section to indicate which groups you want to add the contacts to.
    4. (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.
    5. Click the Submit button at the top of the panel.


Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.