Manage Groups

Learn how to manage your groups in Sales Insight Actions.

Group Types

Group Description
All People All contacts from all users that are visible to you.
Dynamic Groups My Contacts: All of the contacts you own.
Unsubscribes: Contacts who have opted-out from receiving correspondence.
My Groups Groups you've created. They can contain your contacts, or contacts that have been shared with you.
Team Groups Groups that have been shared with and/or by you. They can contain contacts your teammates own, or contacts you've shared with them.

Create a Group

  1. In the People page, click the + next to Groups.

  2. Name your group and click Create.

    That’s it!

Add Contacts to a Group

  1. In the People page, find and select the group you want to add people to.

  2. Click Group Actions and select Create Contact and add to Group.

    NOTE

    This will add one contact at a time. To add multiple contacts at the same time, follow these steps.

  3. Fill out the contact’s information and click Create (or Create and Add New to add another).

    And you’re done!

    NOTE

    You might have to hit refresh to see any new contacts added.

Share a Group

  1. In the People page, find and select the group you want to share.

  2. Click the dota (three vertical dots) and select Share.

  3. Click the drop-down, choose the team you want to share the group with and click Share.

    You still own the group, but it will now appear under Team Groups.

Unshare a Group

  1. In the People page, find and select the group you want to unshare.

  2. Click the dota (three vertical dots) and select Share.

  3. Click the X next to the team you shared the group with, then click out of the modal.

    The group is now unshared.

Rename a Group

  1. In the People page, find and select the group you want to rename.

  2. Click the dota (three vertical dots) and select Edit.

  3. Type in the new name and click Save.

Delete a Group

  1. In the People page, find and select the group you want to delete.

  2. Click the dota (three vertical dots) and select Delete.

  3. Click Delete to confirm.

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