Contact Groups

What Are Groups?
Groups are an easy way for you to combine and categorize certain contacts or leads. There are two different types of groups that you can create: Manual Gr...
Thu, Jul 9, 2020 at 9:20 AM
How to Create Smart Groups
There are two types of groups you can create: Smart Group - Group that automatically and dynamically adjusts the contacts within the group due to certain ...
Thu, Jun 11, 2020 at 10:15 AM
How to Create Manual Groups
There are two types of groups you can create: Manual Group - A group that does not have any connected criteria or filters added. This method is only if yo...
Mon, Mar 30, 2020 at 11:15 AM
How to Add Contacts to Groups in Bulk
The best method is to use your filters to add several contacts to groups.  On the left navigation, click Leads & Contacts > Contacts.  At the t...
Thu, Mar 19, 2020 at 9:43 AM
How to Remove Contacts From Groups in Bulk
The best method is to use your filters to remove several contacts from groups.  On the left navigation, click Leads & Contacts > Contacts. At t...
Thu, Mar 19, 2020 at 9:43 AM
How to Add Individual Contacts to Groups
On the left navigation, click Leads & Contacts > Contacts. Use the search bar to quickly find your contact(s).  Search by name, email, or phone nu...
Thu, Mar 19, 2020 at 9:37 AM
How to Remove Individual Contacts From a Group
On the left navigation, click Leads & Contacts > Contacts. Use the search bar to quickly find your contact(s).  Search by name, email, or phone nu...
Mon, Mar 30, 2020 at 12:02 PM
How to Edit Groups
NOTE: You may not be able to update a group depending on your permissions and access. The group must be editable.  On the left navigation, click Leads ...
Thu, Jun 11, 2020 at 10:17 AM
How to Delete a Group
NOTE: You may not be able to delete a group depending on your permissions and access.  This action cannot be undone!  Contacts and leads within the group...
Thu, Mar 19, 2020 at 9:41 AM