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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.
  • 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.
Next up:
Group and reassign contacts in bulk
Labeling, tagging, adding, group
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