Adding Contact Groups

Contact Group is customizable and it will help you organize your contacts per group. E.g. Agents, Attorneys, Escrow Officers, Lender, etc.

Step 1:

From the dashboard screen, hover your mouse over the hammer icon and click Filters.

Step 2:

Select Groups.

Step 3:

In the name box, type the name you want to add to your contact group and click Create Group.

To edit a contact group name, simply click the name you want to update and hit enter from your keyboard to save the changes.

The Contact Group can be deleted by clicking the 🗑 icon.