Locate Contact Groups under Contacts from the top navigation bar. To create a new Contact Group select Create Contact Group.
- A pop up window will prompt you to add a Title.
- Add tags from the main page using our type-ahead field.
- Add additional Contacts to the group from the left menu.
- To edit the Title of the group or delete the entire group, navigate to the “...” located in the top right corner of the screen.
To create a Contact Group from the Contacts landing page, select as many Contacts as you would like by checking the box in the top left corner of the contact card.
- After you have selected all of the Contacts that you would like grouped together, you have a number of options shown in the left-hand menu.
- Add To an existing group
- Create New group
- Export selected Contacts to a .csv file