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How Do I Add a Person to a Contact Group

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Create a Contact Group

To add an agent to a new contact group, the contact group must first be created:

  1. Click Dropdowns
  2. Click People submenu
  3. Click Contact group
  4. Click the text click here to add a new row and type the contact type name
  5. Click save

Add a Person to a Contact Group

To add a person to an existing contact group:

  1. Click People and navigate to the person's profile
  2. Click People links sub menu
  3. Click the "+" button next to contact groups
  4. Select contact group from the drop down list
  5. Click Add
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