ClientClick HelpCRMGroupsCreating and Using groups to organize your Book

Creating and Using groups to organize your Book

In this section, you can sort your existing contacts into groups that make sense to you. A group can be anything – people you used to work with, contacts you met at a specific event, those who like hockey, people who have school-aged kids, you name it. And people can exist in multiple groups, so if Bob fits in with former colleagues and people who enjoy bowling, you can add him to both groups.


Simply create a group (you can have as many as you want) and add or remove contacts. Don't need a group anymore? Delete it.


FYI – when you import a contact list from another CRM program or Outlook, it will appear here, as a group, named ImportMONTHYEAR. It's a good way of keeping track of where your contacts came from and when you brought them into My Book. Feel free to add those contacts to other groups.