Creating a Contact Group
From your dashboard, go to the hammer icon and click Filters.
Select Groups then enter the group name and hit the Create Group button.
Edit a Contact Group
To edit a group name, simply click the name you want to update then it will turn purple.
Hit ENTER from your keyboard to save the changes. A group name can be deleted by clicking the 🗑 icon.
How to Use Contact Groups
There are two ways to use a contact group and this can be done by going to the Contacts menu, inside the property transaction, or by going to the Contacts tab.
Contacts Menu
Go to the Contacts menu and click Groups from the segmented log of activity.
Click one or more contact groups that will be assigned to the contact user. This way you can easily filter your contacts by using a Contact Group.
Contacts Tab (inside the property)
Go to one of the transactions and click the Contacts tab.
Click Assign Contact Group and choose which contact groups you want to assign to your transaction.
Click Yes once you’re ready to assign a contact group.
