⚠️ IMPORTANT: This article refers to the Legacy version of SalesNexus. The Legacy SalesNexus will be sunset by the end of July 2026. It's time to migrate to the new SalesNexus. Here's how to start the process.
If you need help, consider our Migration Training and Full Service Migration packages.
Applies to: R4 Version
To add a contact to the Group, there are 2 ways:
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First way:
- Go to Groups > View Groups
- Select the Group you want to Add Contacts to
- Choose View this Group's Contacts
- Start typing the name of the contact you want to add into the "Add contact to group" box, and click Add
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Second way:
- Go to Contacts > View All Contacts
- Select the Contact you want to add to the Group
- Choose "Groups" from the Right side layouts list
- Then type the name of the Group you want to add the Contact to into the "Add Contact to Group" box, and Click Add
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