Client Keeper Support
Web AppOrganizing Groups

How to Edit Group Details on Web

Update your groups and segments easily

Keep your groups accurate as your relationships and business needs evolve.

  • Enter Edit Mode: From the Groups page, click the three-dot menu on a group and select Edit Group.
  • Update Name: Modify the group name to better fit your current organizational structure.
  • Manage Roster: Click Manage Members to view current participants.
  • Add or Remove: Click the "X" next to a name to remove them, or use the search bar to find and add new contacts.
  • Save: Click Save Changes to instantly update the group membership.

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