You can create groups to organize your contacts within the Relationship Manager by following the instructions below:
- Click Relationships in the main toolbar on the left side of the screen.
- Search for the contacts you want to add to a new group and select them using the checkbox on the left.
- Click Add to Group.
- At the top of the next box, click Create New.
- Fill in the information and click Submit.
Note: When you are importing contacts, you can add a column called Group and the system will create the group automatically.