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Groups Section

In the Groups section, you can create and manage groups of contacts to keep similar types of contacts organized in one place.

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Purpose of Groups

Groups are primarily used to assemble similar types of contacts in one place for easy management. This feature is particularly useful for organizing contacts, applying group-specific actions, and filtering contacts. Below are the steps to create and manage groups effectively:

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How to Create a Group

  1. Navigate to the Groups Section: Go to the “Groups” tab from your dashboard. 174 Groups Convertalk Resource Centre 1 Pn
  2. Click on the “Create Group” Button: On the right side of the page, you’ll find the Create Group button. Click on it. 174 Groups Convertalk Resource Centre 2 Pn
  3. Enter Group Name: A page will appear where you can enter the desired group name. 174 Groups Convertalk Resource Centre 3 Pn
  4. Add Contacts: After naming the group, you can start adding contacts to the group by using the filters options. 174 Groups Convertalk Resource Centre 4 Pn
  5. Save the Group: Once you’ve added the necessary contacts, save the group, and it will be created. 174 Groups Convertalk Resource Centre 5 Pn

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Features in the Groups Section

  • Filters: You can use filters in the Groups section to quickly find the group you need. 174 Groups Convertalk Resource Centre 6 Pn
  • Group Table: The Groups table displays key details, including the group name, the total number of contacts in each group, and actions you can take on each group. 174 Groups Convertalk Resource Centre 7 Pn

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Group Actions

Each group has an Actions button that allows you to:
  • Edit the Group: Modify the group name or update the contact list.
  • Download the Group: Export the group’s contact list as a file.
  • Delete the Group: Permanently delete the group if it is no longer needed. 174 Groups Convertalk Resource Centre 8 Pn
This feature allows you to efficiently manage large numbers of contacts with ease and flexibility.