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.

  1. Click the Relationships icon in the main toolbar on the 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: 11/8/2019

Did this answer your question?