Adding contacts to a group

Here's how to add a single contact 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. Select “Group” in the dropdown that appears.
• 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.
• Need to add multiple records to a group? Learn how to do that here.