<< Return to help center
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Add an import to one group

Here's how to add an entire import to one group: 

  • First, you'll need to import your file into the CRM. Not sure how to import? Learn how to here.
  • Already imported the file? Mouse over “Add” and select “Import contacts.” Select the appropriate “View records” link on the left side of the page, under the “Previous imports” section.
  • Then, on the left side of the page select "Attach a group to each of these records" under the "Actions you can take on records from this import" section.
  • Next select whether the contacts only, companies only, or both should be added to the group.
  • Finally, select an existing group name or type in a new group name to add all of the contacts to that group.
Next up:
Organizing imported contacts
Keywords:
Importing, groups, adding import to group
How do I can you are you able to can I how to is it possible