Contact groups help you manage and sort your business Contacts in an easy way. Contact groups are simply words or combinations of words you can add to Contacts or Companies.
Video Instructions
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Navigate to Configuration>Automation>Contact groups and click on Create.
- Name your new Contact group with a unique name. Setup the text color and background color, hit apply and save.
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Now navigate to Contacts, open a Contact and click on Groups. Add one or multiple Contact groups from the list to your Contact. You can now see this Contact marked as VIP.
Contact groups Text Setup
If you prefer text with screenshots instructions over video, see Contact groups setup guide.