Contact groups

Contacts or clients that you have in the software can be grouped based on similar information. This is best when you have thousands of clients and you want to manage and select them in one-click.

Below is where the contact groups can be managed. This area is located just in the left side of the main screen.

To access, click the Group Contacts icon in the main screen

There are six (6) groups that can be managed in the group area: one-click group, memorize group, on-the-fly group, to-do group, agent assigned group, and special action group