Add A Contact To A Contact Group (Individual And Bulk)

Keep all of your contacts organised and easily filterable by assigning them to a Contact Group. A contact group can be assigned individually to a contact within the contact, or in bulk via the Contacts list.

This article will guide you through adding a contact to a contact group (both individually and in bulk).

Via The Contact (Individual)

1. On the side menu, click CRM.
2. Click Contacts.
   
3. Click the name of the required contact.
   
4. Under Details, scroll down to the Contact Group field.
5. Select the required group(s) from the dropdown.
6. Click Save to apply.
   

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Via The Contacts List (Individual And Bulk)

1. On the side menu, click CRM.
2. Click Contacts.
   
3. Click the checkbox(es) against the required contact(s).
4. Hover your cursor over Group.
5. Click "Add to Group".
   
6. Click the Select Contact Groups field.
7. Select the required group(s) from the dropdown.
8. Click Save.
   

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