Creating a Contact Group

Access level: Any Member

To Create a new Contact Group, take the following steps:

1.       My Firm > Contact Groups

2.       Select Add New

3.       Enter Contact Group Name

4.       Search for and Add the appropriate contacts to the new Contact Group

a.       Once added you will see a Green Check appear under the column In Group

b.       As you add Contacts to the new group, you can view your progress by toggling to Group Contacts Only

5.       Click Save

a.       Your Contact Group is now available for use