EditPurpose
To organize your list of contacts by assigning them to groups.
EditLocations Used
Groups, Contacts
EditOverview
Groups are used to help better organize your list of contacts. For example, you may have contacts that are all in Sales, or you may want to email a specific group of contacts.
1. To assign a contact to a group, you must first bring up the Contacts page in one of the following ways:
a. Select Contacts from the main menu bar. In this case, the details for your own contact information (meaning you as a user of SalesdeskSuite) will be displayed on the Contacts page.
b. Select Contacts⇒Contact List from the main menu bar, and then select a contact from the list. Details for the select contact will be displayed.
2. On the right side of the page is a gray box called "Contact belongs to" From this box, select the link
Assign contact to Group(s).
3. A popup-window will appear called "Groups".
 Assign a contact to a group |
The window will list all the groups that are currently defined.
4. To add a new group to the list:
a. Group: Enter a new group name in the input field.
b. Description: Enter a description for the group.
c. Click on the "add" icon (green circled "+"). The group name will be added to the bottom portion of the window.
5. Check the boxes for the groups you would like this contact to be a member of.
6. Click on the
SAVE button to assign the contact to the selected groups. Click on the
CANCEL button to discard your changes and close the Groups window.
Now, if you view the details for the group (make the menu selection
Groups from the main menu bar and select the group name from the list), you will see the contact's name listed as part of that group.