<h2>Table of Contents</h2> <ul> <li><a href="#create">Create Contact Group</a></li> <li><a href="#delete">Delete Contact Group</a></li> <li><a href="#edit">Edit Contact Group</a></li> <li><a href="#add">Add Contact Group</a></li> <li><a href="#remove">Remove Contact Group</a></li> <li><a href="#add company">Add Company to Contact Group</a></li> <li><a href="#removecompany">Remove Contact Group from Company</a></li> </ul> <p><br/></p> <h2><span id="create">To Create a Group:</span></h2> <p><br/> 1. Navigate to <strong>Contacts > Groups</strong> and click the <strong>Create Group</strong> button.</p> <p><img src="http://m3-helpcontent-trunk.s3.amazonaws.com/Contacts/Groups/creategroup.png" alt="" title="" /> <br/> <br/> <br/> 2. Fill out the necessary fields then click <strong>Save Group</strong>.</p> <p><img src="http://m3-helpcontent-trunk.s3.amazonaws.com/Contacts/Groups/savegroup.png" alt="" title="" /> <br/> <br/> <br/> <br/></p> <h2><span id="delete">To Delete a Group:</span></h2> <p><br/> 1. Navigate to <strong>Contacts > Groups</strong> then click on the group you want to delete. <br/> <br/> 2. On the top right corner click <strong>Deactivate</strong> and then <strong>Delete</strong>.</p> <p><img src="http://m3-helpcontent-trunk.s3.amazonaws.com/Contacts/Groups/deactivategroup.png" alt="" title="" /> <br/> <br/> <br/></p> <p><img src="http://m3-helpcontent-trunk.s3.amazonaws.com/Contacts/Groups/deletegroup.png" alt="" title="" /> <br/> <br/> <br/> <br/></p> <h2><span id="edit">To Edit a Group:</span></h2> <p><br/> 1. Select the group you would like to edit. <br/> <br/> 2. On the top right corner of the <strong>Group Profile</strong> click on <strong>Edit</strong>.</p> <p><img src="http://m3-helpcontent-trunk.s3.amazonaws.com/Contacts/Groups/editgroup.png" alt="" title="" /> <br/> <br/> <br/> 3. Fill in the necessary fields then click <strong>Save Group.</strong></p> <p><img src="http://m3-helpcontent-trunk.s3.amazonaws.com/Contacts/Groups/savegroup3.png" alt="" title="" /> <br/> <br/> <br/> <br/></p> <h2><span id="add">To Add a Contact to a Group:</span></h2> <p><br/> 1. Select the person you would like to edit, and then navigate to <strong>Profile Icon > Related Items > Groups.</strong></p> <p><img src="http://m3-helpcontent-trunk.s3.amazonaws.com/Contacts/Groups/groups.png" alt="" title="" /> <br/> <br/> <br/> 2. Click <strong>Join</strong> to add the contact to a group.</p> <p><img src="http://m3-helpcontent-trunk.s3.amazonaws.com/Contacts/JoinToddBrown.png" alt="" title="" /> <br/> <br/> <br/> 3. Fill in the required fields and click <strong>Save Group</strong></p> <p><img src="http://m3-helpcontent-trunk.s3.amazonaws.com/Contacts/Groups/savegroup2.png" alt="" title="" /> <br/> <br/> <br/> <br/></p> <h2><span id="remove">To Remove a Contact from a Group:</span></h2> <p><br/> 1. Select the person you would like to edit, and then navigate to <strong>Profile Icon > Related Items > Groups.</strong></p> <p><img src="http://m3-helpcontent-trunk.s3.amazonaws.com/Contacts/Groups/groups.png" alt="" title="" /> <br/> <br/> <br/> 2. Check the group you want to remove, then click <strong>Leave</strong> to remove the contact to the group.</p> <p><img src="http://m3-helpcontent-trunk.s3.amazonaws.com/Contacts/LeaveToddBrown.png" alt="" title="" /> <br/> <br/> <br/> <br/></p> <h2><span id="add company">To Add a Company to a Contact Group:</span></h2> <p><br/> 1. Select the Company you would like to edit. <br/> <br/> 2. Click the <strong>Profile Icon</strong> from the drop down box select <strong>Related Items</strong> and select <strong>Groups</strong>.</p> <p><img src="http://m3-helpcontent-trunk.s3.amazonaws.com/Contacts/Company/companygroup.png" alt="" title="" /> <br/> <br/> <br/> 3. Click the <strong>Join</strong> button.</p> <p><img src="http://m3-helpcontent-trunk.s3.amazonaws.com/Contacts/Company/join.png" alt="" title="" /> <br/> <br/> <br/> 4. Select desired group, fill in all required fields, and press <strong>Save Group</strong>.</p> <p><img src="http://m3-helpcontent-trunk.s3.amazonaws.com/Companies/Company%20Address/Company%20to%20Group/Add/CompanySaveGroup.jpg" alt="" title="" /> <br/> <br/> <br/> <br/></p> <h2><span id="removecompany">To Remove a Contact Group from a Company:</span></h2> <p><br/> 1. Select the company to remove. <br/> <br/> 2. Click the <strong>Profile Icon</strong> from the drop down box select <strong>Related Items</strong> and select <strong>Groups</strong>.</p> <p><img src="http://m3-helpcontent-trunk.s3.amazonaws.com/Companies/SelectGroup.png" alt="" title="" /> <br/> <br/> <br/> 3. Check the desired groups and click the <strong>Leave</strong> button.</p> <p><img src="http://m3-helpcontent-trunk.s3.amazonaws.com/Companies/LeaveDRG.png" alt="" title="" /></p>