How to Create a Group and Edit a Group Name?

How to Create a Group and Edit a Group Name?

How to Create a Group?

  1. Click Dashboard
  2. Click Contacts from left-side menu
  3. Click Contact Groups from left-side menu
  4. Click Add New Group button
  5. Enter a Group Name (e.g. Executive)
  6. Click Add Group button
  7. Provide a Group Description
  8. If you are defining a member group, click the check box for Member Type
  9. Under Mutually Exclusive Groups, if a member of this group cannot be a member of another group, select the other groups in the list that the member cannot be a member of
  10. Click Update Group button

How to Edit a Group Name or Properties?

  1. Click Dashboard
  2. Click Contacts from left-side menu
  3. Click Contact Groups from left-side menu
  4. Click Manage button beside the group to edit
  5. Edit the Group Name
  6. Edit Group Description
  7. If you are defining a member group, click the check box for Member Type
  8. Under Mutually Exclusive Groups, if a member of this group cannot be a member of another group, select the other groups in the list that the member cannot be a member of
  9. Click Update Group button