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Add an import to one group

Here's how to add an entire import to one group: 

  • First, you'll need to import your file into the CRM. Not sure how to import? Learn how to here.
  • Already imported the file? Mouse over “Add” and select “Import contacts.” Select the appropriate “View records” link on the left side of the page, under the “Previous imports” section.
  • Then, on the left side of the page select "Attach a group to each of these records" under the "Actions you can take on records from this import" section.
  • Next select whether the contacts only, companies only, or both should be added to the group.
  • Finally, select an existing group name or type in a new group name to add all of the contacts to that group.
Next up:
Organizing imported contacts
Importing, groups, adding import to group
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