How to Add Contacts to Existing Groups on Mobile

Keep your leads organized by assigning them to specific segments at the profile level.

• Open Profile Settings: Select a contact from your list and scroll down to their Groups section.

• Assign Segments: Tap the section to view all active groups and check the boxes for every category that applies, such as "Referral Sources" or "Luxury Clients".

• Instant Update: Tap Save to immediately update their tags, making them visible in filtered lists and Power Texter sessions.