Creating a group of contacts

Alto allows you to create a listed group of contacts which meet a specific criteria.

 Note

Groups created from the Contacts section can't be seen by the entire branch or agency. They will only be visible to the user who created them

To create a group of contacts:

  1. Click Contacts on the main toolbar
  2. Click Groups in the top left
  3. Click the + symbol alongside My Groups, to create a new match group
  4. The New Match Group window opens. In the Group section, enter a Name for the group
  5. Tick the required criteria across all the sections and tabs
    1. Click View Results to create a temporary group, which will allow you to refine the list before saving
  6. Click Save
    1. You can edit the group once you've saved it. Click Edit below the group name on the side menu

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 Note

Groups created from the Tools section can be seen by the entire branch or agency. They can be set to be visible to whichever user group you need to see them

To create a group of contacts from Tools:

  1. Click Tools on the main toolbar
  2. On the side menu, under System Tools, click Match Groups
  3. Click Actions
  4. Click Add Contact Group
  5. The New Match Group window opens. In the Group section, enter a Name for the group
  6. Tick the required criteria across all the sections and tabs
  7. Click Save
    1. You can edit the group once you've saved it. Click Contacts on the main toolbar, click Groups in the top left, your match group will be in Shared Groups. Click the group in the list and the Edit Match Group window opens

Related articles: 

Creating a group of contacts that haven't recently viewed a property

Creating a group of contacts that haven't been contacted in a set period

Creating a group of hot buyers

Creating a group - consent features

Setting up and using Bulk Archive

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