Group FAQs
Get answers to your most asked questions about groups
Group FAQs
FAQ 1: What is the primary purpose of Groups? Answer: Groups are used to segment your database for targeted marketing and organization. Unlike "Leads," which track a sales stage, Groups help you categorize people by relationship type, such as "Past Clients," "Vendors," or "Sphere of Influence."
FAQ 2: How do I add multiple people to a Group at once? Answer: From your main Contacts list, select the checkboxes next to the desired names. Click the Bulk Actions button and select Add to Group to update them all simultaneously.
FAQ 3: Can a single contact belong to more than one Group? Answer: Absolutely. A contact can be in as many Groups as you like. For example, someone could be in both your "Holiday Card List" and your "High-Value Investors" groups.
FAQ 4: How do I rename or delete an existing Group? Answer: Go to the Groups tab under Contacts. Click the edit icon next to the Group name to rename it, or the trash icon to delete it. Deleting a Group does not delete the contacts within it.
FAQ 5: Can I filter my dashboard to only show a specific Group? Answer: Yes. On the Contacts or Follow-Ups pages, use the Filter tool to select a specific Group. This allows you to focus your daily workflow on just one segment of your database.