Creating A Group Of Contacts

Creating a Group of Contacts

Go to Tools>Match Groups

Click Actions>Add Contact Group

You can then give your group a name.

There are a variation of tick boxes. These will filter the amount of contacts which will appear in the group.

For example, this group we have selected Applicants and their intention is Buy. We can click Save on the group if these are the results we wish to see.

Alternatively, there are a series of tabs on the left hand side which will filter out the results more.


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