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Navigation: CONTACTS > GROUPS

Create a Group from a Contact Record

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1.Click the Communication menu of the Contact’s record

2.Click on the Cog under the Groups tab

3.Select Create a New Group

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4.In the Title field, enter a suitable name for the group

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5.Click Yes to create the group

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6.Click Yes to add the contact to the Group or No to create the group without the contact

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