Contact Groups

Contact Groups let you organise contacts into named segments — for example, Premium Clients, Residential, or Commercial — and control which team members can see them.

Accessing Contact Groups

Go to Settings → Contact Groups.

Contact Groups Table

Column	Description
Name	Group name
Description	Optional notes
Members	Team members assigned to this group
Created At	Date the group was created

Creating a Contact Group

1. Click + Add Group
2. Fill in the fields:

Field	Description
Group Name	Required label for the group
Description	Optional notes
Members	Team members assigned to manage or view this group

3. Click Save

Adding Contacts to a Group

Open a contact from the Contacts list and assign it to one or more groups from the contact's detail page.

Editing a Group

Click on any group row to edit its name, description, or assigned members.

Deleting a Group

Click the delete icon on a group row to remove it. Deleting a group does not delete the contacts or members it contained.