How to Create a Group and Edit a Group Name?
How to Create a Group?
- Click Dashboard
- Click Contacts from left-side menu
- Click Contact Groups from left-side menu
- Click Add New Group button
- Enter a Group Name (e.g. Executive)
- Click Add Group button
- Provide a Group Description
- If you are defining a member group, click the check box for Member Type
- 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
- Click Update Group button
How to Edit a Group Name or Properties?
- Click Dashboard
- Click Contacts from left-side menu
- Click Contact Groups from left-side menu
- Click Manage button beside the group to edit
- Edit the Group Name
- Edit Group Description
- If you are defining a member group, click the check box for Member Type
- 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
- Click Update Group button