How to Add a New Group

To add a Group within your Network:

  1. Click on the ‘New Group’ button in the top-right corner of the main Network page.
  2. Input the desired name of your new Group.
  3. Once complete, click ‘Create Group’.

How to Edit a Group

To edit a Group in your Network:

  1. On the ‘Network’ page, click on the Group you’d like to edit from the sidebar.
  2. Select ‘Edit’ in the top-right corner of the contact details page. A window will open where you can edit the Group name.
  3. 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:

  1. On the main ‘Network’ page, click on the three dots on the Contact you’d like to add to a Group.
  2. Select ‘Add to Group’ from the dropdown. A window will open where you can add the Contact to one or more Groups.
  3. Once complete, click ‘Submit’.

Add, Edit, or Delete Groups by Editing a Contact’s Details

To add, edit, or delete Contacts from Groups:

  1. 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.
  2. Once complete, click ‘Save’.

For more information about the Network, check out the following help center articles:

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