How to create a Group:

1. Click the Relationships icon in the main toolbar on left side of the screen. 

2. Search for the contacts you want in the new group and select them with a check mark on the left side of the screen.

3. Click on Add to Group

4. At the top of the next box, click on Create New.

5. Fill in the information and click on Submit.

Please note: When you are importing contacts, you can add a column called Group and the system will create the group automatically.


Updated: 11/30/2018

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