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Creating groups

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.

From Settings:

  • 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.
Next up:
Editing existing groups
Tags, labels, segments, categories, lists
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