Salesperson > Marketing groups page [guide]
Navigation | Add a marketing group | Add a contact
Navigation
The Marketing Group screen provides access to view the marketing group list.
Add a marketing group
Select the + sign to add a new Marketing Group.
Add a contact to a marketing group
From the Contact screen, select the contact’s card to view further details.
Select the pencil icon beside Details.
Under Marketing Groups, select the + sign. Once complete, select Add Selected.
