Adding contacts to a group
- Go to the contact or company record by clicking on their name in the Contact list or using the search bar in the upper left of the navigation bar.
- Mouse over "Attach an item" below the record name.
- Tick off the appropriate group name(s).
- Select the button at the bottom of the dialog to add the record to the group(s).
- Accidentally added a contact to a group? Learn how to remove a contact from a group here.
Labeling, tagging, adding, group
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