How to Add and Manage Contact Groups

Organizing your contacts into groups allows you to target your outreach more effectively. Use the following steps to segment your database and customize your group views.

Phase 1: Creating a New Group

1. Navigate to Groups: Under the Contacts tab in the main navigation bar, select Groups to manage your segments.

2. Start Group Creation: Click the + Create Group button located at the top right of the dashboard.

3. Name the Group: Enter a specific and unique name for your segment, such as "Website Leads".

4. Select Members:

   • Click + Select Contacts to choose members for this group.

   • Tick the box next to the chosen contact(s).

   • Click Confirm to save your selection.

5. Finalize: Click Create Group to finalize the setup and add the group to your dashboard.

Phase 2: Customizing Your Group View

1. Enter Group Dashboard: From your groups list, click on a specific group to view its dashboard and manage members.

2. Manage Columns: Click the column settings icon on the right side of the dashboard.

3. Select Visible Data: Toggle the buttons to show or hide specific data fields, such as Contact Info, Contact Type, or Groups.

4. Update Layout: Click Save Changes to immediately update your group dashboard layout.

Pro Tip: You can rearrange columns by dragging and dropping them within the "Manage Columns" window to prioritize the data you see first.