Contact Groups

  • Updated

Contact groups are used for organizing contacts/customers within your system. Their complexity can range from basic divisions like 'Customer' and 'Site', to more detailed categorizations such as 'Customers - Commercial' or 'Sites - Yorkshire', depending on your needs.

Every new contact is required to be assigned to a contact group, ensuring immediate categorisations for all your customer base. This feature also aids in analytics and reporting, allowing you to break down reports by contact group. This can offer valuable insights into different customer segments, helping you strategize effectively.


Creating Contact groups

To create contact groups, follow these steps:

  • Select Account Settings from the top menu
  • Select Settings
  • From the side menu, select Contacts & Notes
  • Select Contact Groups
  • Select Add

contactgroup1.png                    Add contact group.png


Need a Guided Tour?

To help you get the most out of BigChange, we've created interactive in-app walkthrough guides.

Simply select the link below to start the walkthrough guide. You'll receive real-time step-by-step instructions and tips directly from within the application.

In-App Guide: Create a CRM Contact Group


Filtering contact groups

Using contact groups is a great way to filter down your customers for exports or sending out mass targeted emails. For further detail, refer to our article: Contact Filters and Email Features in the CRM

 

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