Managing your groups

Modified on Tue, 8 Feb, 2022 at 10:42 AM

Navigate to CRM > Contacts > Manage Groups


To EDIT a group, click on the pencil next to the group you wish to edit:



To DELETE A GROUP/S, select the group/s on the left and click on the bin (delete) icon on the top right:



To DELETE A CONTACT/S from a group, click on the pencil next to the group you wish to edit;

Scroll down to All Contacts and select the contact/s to delete on the left;

Click on the bin (delete) icon on the top right: 



To ADD A CONTACT/S to a group, click on the pencil next to the group you wish to edit;

Scroll down to All Contacts and select the Add more members icon on the right;

Select the contact/s to add on the left; 

Click on the + (Add Contact/s) icon on the top right:




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