Learn how to create a contacts group or distribution list
- At the top navigation, click Contacts.
- Mouseover the actions (...) icon and click Add Group. This will open a new window.
- Create a Group Name.
- Set the Group Type to Public or Private access.
- Optionally, give the Group a description.
- Click Add Group.
Tip: Contact Groups can also be used as distribution lists when sending presentations.
Note: If you do not see Contracts in the top navigation, contact your Account Administrator for access.