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Adding contacts to groups

New Member
Posts: 3
Country: USA

Adding contacts to groups

So my boss only has time to work with me in the ACT database every so often. Her boss created groups a year ago. I was told to enter contacts and worry about the groups later. Now my boss wants the 1400 contacts into the groups. I pulled up a Look-up list today by query using "auto". I would like to put that list into the existing group Automotive. I need some help. Everything I've read says to put the contacts into groups when they're first entered. Am I reading this right? I have been sent Excel lists to use as contacts. They are random contacts. Now I want to group them. 

Bronze Elite Contributor
Posts: 2,117
Country: United_Kingdom

Re: Adding contacts to groups

Hi,

This should be a fairly painless task rather surprisingly! You can use Dynamic Group membership to accomplish this via Ad/Remove Contact Criteria.

 

KB link: http://kb.sagesoftwareonline.com/app/answers/detail/a_id/12864/kw/dynamic%20group%20membership

 

HTH

Vivek Gargav
Caldere Associates Ltd.
www.caldere.com
vgargav@caldere.com
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