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Adding or removing contacts or companies from a group

To add a contact/company to a group:

Simply go to the contact’s profile in your CRM and click “Group” in the “Attach an item” options. In the window that pops up, click the name of the group in which this contact/company belongs, and the contact will be added. To add a contact/company to multiple groups at the same time, simply tick the boxes to the left of each desired group and select "Add to group." You can also create a new group on the fly from this window using the text box at the bottom.

To remove a contact from the group:

Simply click the "X" in the group label that appears in the Attached items section at the top of a contact's profile.


Less Annoying CRM adding a group

Next up:
How to reassign and group contacts in bulk
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Keywords:
Labeling, tagging, removing