Groups are a tagging tool you can use to categorize your contacts and companies. Learn more about groups here.
From a contact or company:
- Go to a contact or company record directly.
- Mouse over "Attach an item" and select "Group" in the menu.
- Type the desired group name into the text field at the bottom of the dialog.
- Create the group, and the contact or company will be added to that same group.
- Go to the Groups settings page by mousing over "Settings" and selecting "Groups."
- Select "Create a new group" at the top of the page.
- Enter a new group name and create the group.
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