Add a Contact Record to a Group

Here's how to add a Contact Record to a Group

Navigate to the Contact Record you wish to add to a Group. Activity Tracker > Contact Records.

  1. Search for the Contact and click Search.
  2. Click View Profile to the corresponding Contact you wish to add.
  3. Click Add under Groups.
  4. Search for the Group and click Search. Find the correct Group and click Select.
  5. Click Add.

Learn more about Group Records.