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Create a Contacts Group

Learn how to create a contacts group or distribution list

  1. At the top navigation, click Contacts.
  2. Mouseover the actions (...) icon and click Add Group. This will open a new window.
  3. Create a Group Name.
  4. Set the Group Type to Public or Private access.
  5. Optionally, give the Group a description.
  6. 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.