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How do I assign multiple contacts to groups?

To mass assign contacts to groups, follow these steps: Select contacts from the list using checkboxes Click the Groups button Select the target groups Click the Assign button Note: if you don’t select any contacts from the list in Step 1, then all of them will be assigned to selected groups.

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How do I unassign multiple contacts from a group?

To mass unassign contacts from a group: Navigate to group in question Select contacts to unassign using checkboxes Click the Unassign button

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How do I add a note to contact?

There are two ways. You can add a persistent comment in Contact > Edit > Comments about this contact. It will always be visible on contact preview. To add a time-sensitive note, such as meeting results, add activity. You may label it “Note” or create any other descriptive label for the line-items of this type.

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