- On the left navigation, click Leads & Contacts > Contacts.
- Use the search bar to quickly find your contact(s).
- Search by name, email, or phone number.
- Check the box next to each contact name.
- 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.
