How to Add Contacts to New or Existing Groups on Web

Objective: Categorize your contacts by adding them to existing groups directly from their profile.

How to Update Group Membership

1. Locate the Contact: Open the detail page for any contact in your CRM.
2. Manage Groups: Scroll down to the Groups card and click the plus (+) icon.
3. Select Groups: In the Manage Groups pop-up, check the box next to any group you want the contact to join (e.g., "Referrals" or "Email Leads").
4. Confirm: Once selected, the contact’s profile will immediately update to reflect their new group memberships.

Video Walkthrough