Steps to Create a Contact Group
Add Contact in Bulk to a Group
Contact groups allow you to organize and sort your contacts, similar to folders. Here’s how to create one:
Steps to Create a Contact Group
-
Go to the "Network" tab.
-
Click on the "Manage groups" icon, located to the left of the "Invite Contacts" button.
-
Click the "Create" button to start a new group.
-
Customize your group:
-
Give it a title.
-
Choose a color to easily identify it.
-
Add the contacts you want to include in the group.
-
View Existing Groups
From the "Network" tab, you can also:
-
See all contact groups created within your company.
-
Manage or edit existing groups as needed.
Add Contacts in Bulk to a Group
There are two ways to add contacts in bulk to a group:
From the "Network" tab > "Contacts":- Tick all the contacts you want to add to a group
- Click on the "Add to group" icon
- Search the group you want to add the contacts to
- Click on "Confirm"
From the "Manage groups" icon:
- Search the group tou want to add the contacts to
- Add the contacts using the drop-down menu
- Click on "Save"
It's not possible to add pending contacts in a group. You will be able to do so once they have accepted your invitation.
Note that you can add contacts in a group during the invitation process.