How to Add a New Group
To add a Group within your Network:
- Click on the ‘New Group’ button in the top-right corner of the main Network page.
- Input the desired name of your new Group.
- Once complete, click ‘Create Group’.
How to Edit a Group
To edit a Group in your Network:
- On the ‘Network’ page, click on the Group you’d like to edit from the sidebar.
- Select ‘Edit’ in the top-right corner of the contact details page. A window will open where you can edit the Group name.
- Once complete, click ‘Save’.
Add Contacts to a Group
There are two ways to add a Network Contact to one or more of your Groups: through the main Network page, or through editing a Contact’s details.
Add to Groups from the Main Network Page
To add a Contact to a Group or multiple Groups:
- On the main ‘Network’ page, click on the three dots on the Contact you’d like to add to a Group.
- Select ‘Add to Group’ from the dropdown. A window will open where you can add the Contact to one or more Groups.
- Once complete, click ‘Submit’.
Add, Edit, or Delete Groups by Editing a Contact’s Details
To add, edit, or delete Contacts from Groups:
- Select ‘Edit’ in the top-right corner of the contact details page. At the bottom of the window that opens, you can add or remove the Contact from Groups.
- Once complete, click ‘Save’.
Related Help Center Articles
For more information about the Network, check out the following help center articles: