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Creating Groups

New Member
Posts: 1
Country: United_Kingdom

Creating Groups

is there an easy was to create and move all of your contacts from a certain house status into a group in bulk or do they need to be done individually? 

Platinum Super Contributor
Posts: 5,275
Country: USA

Re: Creating Groups

Hello Wadenhoe House,

Welcome to the Sage ACT! Online Community!

 

If I understand your request correctly - adding multiple contacts to a Group in bulk, it can be done by:

- perform a lookup on the desired house status

- from Contact List view > highlight all contacts (hold SHIFT key and select a block of contacts)

- right click in highlighted area > select 'Add Contacts to Group'

- select Group > click OK

Greg Martin
Sage