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Groups: Edit the Name of an Existing Contact Group
Use the pencil icon to update a Group's name, and then click the Save & Close button when you're finished! 📺 Click here to watch the video tutorial  📺 1.) From the left side menu, click on Contacts/Leads , and then click on Groups 2.) Find the group you want to update and click the p…
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Groups: View Contacts in a Group
Use the " All Groups " button to view a group of contacts. 📺 Click here to watch the video tutorial  📺 1.) From the left side menu, click on Contacts/Leads , and then click on Contacts/Leads  again 2.) Click on the All Groups button to expand all the group options 3.) Clic…
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Groups: Delete an Existing Contact Group
Click the trash can icon to delete a group from your APT. 📺 Click here to watch the video tutorial  📺 1.) From the left side menu, click on Contacts/Leads , and then click on Groups 2.) Find the group you want to delete and click the trash can icon 3.) Click Yes …
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Groups: View All of Your Contact Groups
Go to the Groups page under the " Contacts/Leads " menu to view all the groups you've created thus far in APT. 📺 Click here to watch the video tutorial  📺 1.) From the left side menu, click on Contacts/Leads , and then click on Groups 2.) Now you're viewing all the current groups you ha…
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Groups: Remove Contact/Lead from Group
Go to the contact and click on the " Manage " button to remove the group. 📺 Click here to watch the video tutorial  📺 1.) From the left side menu, click on Contacts/Leads , and then click on Contacts/Leads  again 2.) Click on the Find  button (top middle) 3.) Search for the c…
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Groups: Create a New Contact Group
Go to the Groups page and click on the + New button to get started! 📺 Click here to watch the video tutorial  📺 1.) From the left side menu, click on Contacts/Leads , and then click on Groups 2.) Click on the + New button 3.) Type in the Group name , and then click Save &…
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Groups: Add Multiple Contacts/Leads to a Group
Select the contacts by clicking inside the boxes, and then click on the " Manage Groups " button to select the group(s) you want to add these people to. 📺 Click here to watch the video tutorial  📺 1.) From the left side menu, click on Contacts/Leads , and then click on Contacts/Leads  again …
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Groups: Add a Single Contact/Lead to a Group
View the contact/lead, and use the " Manage " button to add them to one or more groups. 📺 Click here to watch the video tutorial  📺 1.) From the left side menu, click on Contacts/Leads , and then click on Contacts/Leads  again 2.) Click on the Find  button (top middle) …
