How to Add Contacts to New or Existing Groups

Organizing your database into segments helps you target your outreach effectively. You can manage group memberships using two different methods.

Method 1: Via Contact Dashboard

Use this method to assign a specific contact to a group while viewing their profile.

1. Locate Group Section: On the right-hand panel of the contact's dashboard, scroll down to the Groups section.

2. Create a New Group: * Click the plus (+) icon to start a new group.

   • Enter a unique Group Name, such as "Referrals".

   • Click Select Contacts to choose members, search for the contact, and click Confirm Selection.

   • Click Create Group to finalize the setup.

3. Add to Existing Group: Simply find the desired group name in the list and click the Add button to join the contact to that group immediately.

Method 2: Via Groups Tab

Use this method to manage large lists and add multiple members to a segment at once.

1. Navigate to Groups: Click the Contacts tab in the main navigation and select the Groups sub-tab.

2. Select a Group: Click on any existing group name (e.g., "Expired Listings") to view its current members.

3. Manage Members: Click the Add Members button to search for and include additional contacts in the group.

4. Customize View: Within the group dashboard, click the column settings icon to toggle which data fields are visible for that segment and click Save Changes.