How to assign contacts to a group

Created by Matt Reid, Modified on Sat, 17 May at 7:16 PM by Matt Reid

  1. Go to the Contacts tab, and click either ‘Clients’, 'Prospect', or 'Leads' (or All Contacts / Accounts)


  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 "Assign to Group" and then the accompanying group option below...


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

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