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.
• 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.