Managing Groups

Contact groups help you organize and categorize your contacts for easier management and targeted communication.

Creating a New Group

1. Navigate to Contact Management from the sidebar.
2. Click the Manage Groups button on the right top corner.
3. Click Create Group.
4. Enter a Group Name (e.g., "VIP Clients", "Leads", "Partners").
5. Optionally, add a Description to help team members understand the group's purpose.
6. Click Create to create the group.

Assigning Contacts to Groups

From the Contact Record

1. Open an existing contact or create a new one.
2. Locate the Groups field.
3. Select a group from the dropdown.
4. Save the contact.

Editing a Group

1. Navigate to the Groups management area.
2. Find the group you want to edit.
3. Click the Edit icon (pencil).
4. Modify the group name or description.
5. Click Save to apply changes.

Contact Preservation

Editing a group name does not affect the contacts assigned to it. All contacts remain associated with the renamed group.

Deleting a Group

1. Navigate to the Groups management area.
2. Find the group you want to delete.
3. Click the Delete icon (trash).
4. Confirm the deletion.

Contacts Not Deleted

Deleting a group does not delete the contacts within it. Contacts will simply no longer have that group assignment.

Filtering Contacts by Group

1. On the Contact Management page, locate the search icon.
2. Type the group to filter by.
3. The contact list will display only contacts belonging to that group.
4. Clear the filter to return to the full contact list.

Best Practices

• Use descriptive names that clearly indicate the group's purpose.
• Limit the number of groups to maintain organization.
• Review groups periodically and remove unused ones.
• Assign contacts to groups during import for efficiency.