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Adding a Contact to a Group from within the Record

Last updated by Sam Brown on July 18, 2017 13:02

You can add a contact to a group while looking at the contacts details. In this step-by-step guide, we'll show you how!


First, you must click on the 'Contacts' section, found on the sidebar. 

Then, click on the name of the contact that you want to add to a group.

At the bottom of the Contact record you will see the Groups tab, which lists which groups the contact is in; if they're in any. There is also a drop down box listing all groups they could be added to. To add the contact to a group, select the one you want to add them to and simply click on 'Add to Group'.

 You have now added a Contact to a Group via the Contact's page!