Contact Groups

Creating & Managing Groups

Contact Groups allow you to bundle multiple contacts under a common theme or campaign. You can also sync them to a save search to automatically pull new contacts.

Say you want to create a group of contacts from folks who work at the Navy, who work under a specific NAICS code. You also want this group to update on it's own so that every time you open it, it has any new Navy employees that match this same criteria. This is when contact groups come into play.

Creating Contact Groups:

The groups button will allow you to save batches of contacts:

Simply select the folks you would like to add to a group using the check box to the left of their name, and then select the groups button. Next, following the menu wizard to add these folks to an existing group or a new one.

When the wizard opens, you can either select an existing group from the drop down or create a new group by typing a name and hitting enter.

Contact Group Home Page

The contact group home page will show all of you and your teammates current contact groups, the owner of that group, descritions and tags applied to each group, the creation date of that group, and action buttons letting you edit the group or delete the group.

The follow shows an example of a home page:

Group Overview Page

Once you select a name, you will be taken to the overview page of the selected group. Here you can view all of the contacts applied that group, set up a re-occurring sync with the sync button in the top right, edit your group with the "Edit" button, or delete the entire group with the trash can button.

The following shows and example of a contact group overview page of a list of contracting officers:

Action Menu

By selecting a contact, you will see action buttons appear. These actions will let you add those contacts to new groups, tag them, export those specific folks, or remove them from this group.