Groups are used to organize clients in any way you choose, whether that’s organizing them by lead source, relationship (i.e. Friends, Family, etc.), or organization. Groups can be targeted by campaigns or newsletters and are a good way to segment your contact lists for any marketing purposes. Some important notes about groups:
Some examples of groups we’ve seen used:
From the Contacts view, click on the Groups tab and use the New action button in the upper right to create a new group.
Type in the desired name and click Save to create the group.
Groups can also be created via the Groups tab in either the client or the partner details views. Click on the Add/Remove from Group to see the list of available groups.
You can create a new one by typing the name and pressing enter on your keyboard.
Once you hit enter, the new group will be selected by default. Click Save to retain the group selection. You can add the contact to multiple groups at once by checking any additional boxes next to the group name.
This works the same whether you are in a client or partner record.