To add an existing contact to a group:
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Click on the "Contacts" tab on the main menu, then click on Search / View All
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Locate the contact that you would like to add to a certain group. Click on the contact, then click on View / Edit.
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Under the contact information select the group that you would like to place the contact into with the drop-down menu.
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Once you have finished editing your contact, click on Save at the bottom of the box.
To add an existing contact to a list:
-
Click on the "Contacts" tab on the main menu, then click on Search / View All.
-
Locate the contact that you would like to add to a certain list. Click on the contact, then click on View / Edit.
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Under the contact information select the list(s) that you would like to place the contact into by using the check boxes.
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Once you have finished editing your contact, click on Save.
- If you still have more questions, don't hesitate to reach out to our support team.
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