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Bulk adding contacts to a group

Groups are a tagging tool you can use to categorize your contacts and companies. Learn more about groups here.

Here's how to tag multiple contacts into a group at once: 

  • Go to the main Contact list by selecting "Contacts" in the navigation bar on the left.
  • Filter your contact list by any desired criteria to pull up just the appropriate records.
  • Tick the "Select all" box above the first contact to select all of the records, or tick just the box to the left of the desired records.
  • Select "Add to a group" in the bar at the bottom of the screen.
  • Choose the appropriate group name.
Next up:
Bulk group assignment, tag, list
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