Step-by-step Instructions
Creating New Group
Log in to your admin account, got to CRM.
Go to Groups.
You will see an overview of all your groups. To create a new one, click Add.
There are two compulsory fields to fill in:
- Name
- Responsible personYou can also add the group to a mailing list and add a description.
Click Save.
Adding Contacts to the Group
Find your group in the overview and click on the three dot menu.
Click View.
Click Add contacts.
You will see an overview of all your contacts. Check the contact or contacts you want to add to the group.
Click on the three dot menu and click Add to a group.
The contacts are now in the selected group.