How to Create and Manage Contact Groups

What You'll Need

• You must have at least one contact saved in the app before you can create a group.

Part 1: Creating a New Group

Follow these steps to create your first group and add members to it.

1. Navigate to the Groups Tab
   
   • On the main "Contacts" screen, look at the top navigation bar.
   • Tap on the Groups tab. You will see a "No Groups" message if this is your first time.
2. Start a New Group
   
   • Tap the purple plus (+) icon located in the top right corner of your screen.
   • This will open the "Create Group" page.
3. Name Your Group
   
   • Tap inside the "Group Name" field.
   • Type a name that describes the contacts you'll add, such as Warm Leads or Family.
4. Add Contacts to the Group
   
   • Tap on the Choose Contact field.
   • A "Select Contact" list will appear, showing all of your saved contacts.
   • Tap the checkbox on the right side of each contact's name that you want to add to this group. A purple checkmark will confirm your selection.
   • When you are finished selecting contacts, tap Save in the top right corner.
5. Finish Creating the Group
   
   • You will be returned to the "Create Group" page, where you'll see the names of your selected contacts listed as tags.
   • Tap the purple Create button at the bottom.
   • You will now see your newly created group on the "Groups" screen.
     

Part 2: Removing a Contact from a Group

If you need to remove a contact from a group, you can do it directly from their profile.

1. Find the Contact
   
   • Tap on the Contacts tab at the top of the screen to see your full contact list.
   • Tap on the name of the contact you wish to edit.
2. Open the Edit Screen
   
   • On the contact's profile page, tap the edit icon (a pencil inside a circle) located at the top of the screen.
3. Change Group Membership
   
   • On the "Edit" screen, scroll down until you see the Add To a Group section.
   • You will see the name of the group the contact currently belongs to (e.g., "Warm Leads") with a small 'x' next to it.
   • Tap the 'x' on the group name tag to remove the contact from that group.
4. Save Your Changes
   
   • Tap the Save or checkmark icon at the top of the screen to confirm the removal.
   • The contact will no longer be part of that group. If you check the group's member list, it will be empty.
     

Next Steps

• You can create as many groups as you need to keep your contacts organized.
• To see who is in a specific group, simply go to the "Groups" tab and tap on the group's name.

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