In the fields provided give the group a name and description. If you need to share the group with other users in your organization select the Share this group with your company option.
When finished click Save. This creates the group and loads the group summary page.
There are a few ways to add contacts to a group.
- Manual Search: Select the "Quick select contacts" button and simply enter the contacts first name, last name or company name into the search field and add them to the group
- Save Search: If you have saved a previous advanced search select the saved search from the "Saved Searches" dropdown box. After the search is run you can choose which contacts to add or add all contacts from the search.
- Advanced Search: Build specific search criteria to add contacts to the group. It can consist of contact information or profile information. After the search is run you can choose which contacts to add or add all contacts from the search.
You can also delete a contact by searching for them using the Search within Group feature. After entering your search criteria, click the Remove from Group button next to that contact.
If you have already created a search with the criteria that you want to use, select it from the Saved Searches dropdown. Otherwise, select New Search. From here, build your search using the Advanced Search.
Once your search has been created it will automatically be set as a Positive Search and add contacts to the group. To convert the search to a Negative Search, click Convert to negative search button on the right.
The search is now a negative search and will remove contacts from the group. When a search is negative, you can click Convert to positive search to switch it to a positive search.