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How to Add Individual Contacts to Groups

  1. On the left navigation, click Leads & Contacts > Contacts.
  2. Use the search bar to quickly find your contact(s). 
    • Search by name, email, or phone number.
  3. Check the box next to each contact name. 
  4. At the top of the page, click Actions > Organize contacts > Set groups.
    • A slide out page appears. 
  5. 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.
  6. Click Submit
    • Click Notify Shared Members to notify the shared users of a certain contact.


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