Manage Groups manage-groups
Learn how to manage your groups in Sales Insight Actions.
Group Types group-types
Create a Group create-a-group
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In the People page, click the + next to Groups.
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Name your group and click Create.
That’s it!
Add Contacts to a Group add-contacts-to-a-group
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In the People page, find and select the group you want to add people to.
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Click Group Actions and select Create Contact and add to Group.
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Fill out the contact’s information and click Create (or Create and Add New to add another).
And you’re done!
note note NOTE You might have to hit refresh to see any new contacts added.
Share a Group share-a-group
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In the People page, find and select the group you want to share.
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Click the dota (three vertical dots) and select Share.
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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 unshare-a-group
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In the People page, find and select the group you want to unshare.
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Click the dota (three vertical dots) and select Share.
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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 rename-a-group
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In the People page, find and select the group you want to rename.
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Click the dota (three vertical dots) and select Edit.
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Type in the new name and click Save.
Delete a Group delete-a-group
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In the People page, find and select the group you want to delete.
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Click the dota (three vertical dots) and select Delete.
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Click Delete to confirm.
