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.
- Select “Add new group” and then type in the desired group name.
- Select a color for the new group if desired, and choose who should have access to this group.
- Create the group, then add the contact or company to the 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 select a color for the group if desired.
- Choose who should have access to this group, and then create the group.
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