A question we get almost daily is "How do I create a contact group?".  You can make groups in any module of ClientLook.  Groups are as easy as 1-2-3:

1. To create or edit a group, click your name in the upper right corner of ClientLook and select "Setup". On the "Groups" tab, you can add or edit groups for all the modules.

2. After you have created one or more groups - to add a record to a group, simply select the "Groups" tab on a contact, company, deal or property record and click the "Edit group" membership" button.

3. After you have added some records to your group - to pull up all the members of that group, simply select the group name from the "Show" menu on the list view. This will bring up a list of all group members.