A Group is a way you can organize your Relationships to make them easier to find and manage. Below are written instructions on how you can create a Group for your Relationships.
- Click the Relationships icon in the main toolbar on the left side of the screen.
- Search for the contacts you want in the new group and select them with a check mark on the left side of the screen.
- Click on Add to Group.
- At the top of the next box, click on Create New.
- 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.