Contact groups

Contact groups help you manage and sort your business contacts in an easy way.

Contact groups Video Setup

If you prefer video instructions over text, watch the video below:

Contact groups Setup

Step 1: Navigate to Configuration>Automation>Contact groups

Step 2: Click on Create. Name your new Contact group with a unique name. Choose your prefered Text and Backround color.

Adding Contact groups to Contacts

To add Contact group to your Contact, open a specific Contact and click on + add groups.

Adding Contact groups to Companies

To add Contact group to your Company, open a specific Company and click on + add groups.

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