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 and select all of the records, or tick just the box to the left of the desired records.
- Select “Perform bulk action on [number] records” at the bottom of the screen.
- In the dialog that opens, select “Attach an item.” Then, choose “Group.”
- Select the appropriate group name, and then click “Attach to [number] records.”
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