How do I create groups of candidates and contacts?

Modified on Wed, 17 Nov, 2021 at 10:23 AM

  • CRM – Contacts screen. The contacts that are grouped are added to address book automatically under the specified group. If the group does not exist in the address book, then both the new group and the contacts are added to the address book. In this process, the records are not duplicated in the address book
  • Select the required contact(s) and from Manage Records select Groups. The system refreshes and displays the Groups screen
  • In the Groups screen, select the group under which you want to list the selected contacts, from the Groups drop down list. Click ‘Add’ to add the selected contacts in the address book
  • Creating Candidates Group: Follow the same process described above to create candidate groups


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