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Web AppOrganizing Groups

How to Edit Group Details on Web

Update your groups and segments easily

How to Edit Group Details on Web

Keep your groups accurate as your relationships and business needs evolve.

  • Enter Edit Mode: From the Groups page, click the three-dot menu on a group and select Edit Group.

  • Update Name: Modify the group name to better fit your current organizational structure.

  • Manage Roster: Click Manage Members to view current participants.

  • Add or Remove: Click the "X" next to a name to remove them, or use the search bar to find and add new contacts.

  • Save: Click Save Changes to instantly update the group membership.

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