Manage Groups

The list of groups can be refreshed on the screen using the refresh button in the upper right.

To manage groups, follow the instructions by expanding the headings below.

  1. On the main menu, click (missing snippet link). TheContactspage opens.

  2. Click theGroupstab then click the group name link. The group's details page opens.

  3. Click the Edit button then edit the details, as needed.

    Group Details page showing edit option for a group.

  4. Click Save.

Alternatively, on the Groups tab, click the Actions button for the appropriate group and select Edit from the menu.
Groups tab on the Contacts page showing Actions menu with edit option for a group.

  1. On the main menu, click (missing snippet link). TheContactspage opens.

  2. Click theGroupstab then click the group name link. The group's details page opens.

  3. Click the Actions button then select Delete from the menu.

    Group Details page showing Actions menu with delete option.

  4. Confirm the deletion.

Alternatively, on the Groups tab, click the Actions button for the appropriate group and select Delete from the menu.
Groups tab on the Contacts page showing Actions menu with delete option for a group.

  1. On the main menu, click (missing snippet link). TheContactspage opens.

  2. Click theGroupstab then clickDownloadnext to theExport CSVlabel.

    Groups tab on the Contacts page showing Export CSV download option.

    The list of groups is downloaded as a CSV file.

Related Concepts

Critical Assets

Related Tasks

Create a Contact Group