How to assign contacts to a group

Created by Matt Reid, Modified on Mon, 16 May 2022 at 11:34 AM by Matt Reid

  1. Go to the Contacts tab, and click either ‘Clients’, 'Prospect', or 'Leads' 


  2. Once you have loaded the tab, assuming that you already have contacts inside Zulu, tick the checkbox of the contacts you want to assign in a group under All Clients.

  1. Under the list of contacts, Select an action to perform on selected items.


  2. Select 'Add to Group: [NAME OF GROUP YOU ASSIGNED]' please see 'How to Create Groups'

  3. Once selected, you can then finish adding Clients to a group by pressing 'Confirm'

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