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Create and manage contact groups for bulk operations
What are Contact Groups?
Contact groups let you organize contacts into named collections for bulk operations. Groups are commonly used to segment contacts for email campaigns, team assignments, or reporting. A contact can belong to multiple groups, and groups can be managed from both the people list and individual detail pages.
Creating a Contact Group
Set up a new group to start organizing your contacts.
Open the Add to Group modal
There are two ways to start: from a contact's detail page, click the Add to Group action button; or from the people list, select one or more contacts using the checkboxes and click Add to Group in the bulk actions toolbar.
Create a new group
In the Add to Group modal, you will see a list of existing groups. To create a new one, click Create New Group, enter a name for the group, and confirm. The selected contact(s) will be added to the newly created group automatically.
Or select an existing group
If the group already exists, simply select it from the list in the modal. The contact(s) will be added immediately. A confirmation message will appear when the operation is complete.
Adding Contacts to a Group
Add contacts individually or in bulk.
Single Contact
From any contact's detail page, click the Add to Group button in the header. The Add to Group modal opens, showing all available groups. Select the group you want to add the contact to, or create a new group. The contact is added immediately.
Bulk Add from People List
On the people list, use the checkboxes to select multiple contacts. Once you have made your selection, the bulk actions toolbar appears at the top of the list. Click Add to Group to open the modal. All selected contacts will be added to the chosen group in a single operation. This is the most efficient way to build groups from your existing contact database.
Removing Contacts from a Group
Remove contacts you no longer want in a group.
To remove a contact from a group, open the group's member list and click the remove button next to the contact you want to remove. You can also remove contacts in bulk by selecting multiple members and using the remove action. Removing a contact from a group does not delete the contact from your CRM — it only removes the group association.
Using Groups for Bulk Email
Send targeted emails to an entire contact group through Outreach.
Contact groups integrate directly with the Outreach module for bulk email campaigns. When creating an email campaign, you can select one or more contact groups as recipients instead of adding contacts individually.
How it works
- Navigate to Outreach and create a new campaign
- In the recipients step, choose Contact Group as the source
- Select the group(s) you want to target
- Contacts without an email address are automatically excluded from the send
- Contacts with the Do Not Contact flag are automatically excluded
Managing Groups
Rename, review, and delete contact groups.
Viewing Group Members
Open a group to see all of its current members. The member list shows each contact's name, email, company, and the date they were added to the group. You can click any contact name to navigate to their detail page.
Renaming a Group
Edit the group name at any time by clicking the group name and typing a new one. Renaming a group does not affect its members or any campaigns that reference it.
Deleting a Group
Delete a group when it is no longer needed. Deleting a group removes the group itself but does not delete any of the contacts that were in it. Contacts remain in the CRM and in any other groups they belong to.