How to Create Groups

  1. On your Convos dashboard, go to Contacts on the left-hand side.
  2. On the right-hand side of the contact page, you will see "Contact Groups". 
  3. Type in the group name you want to add and hit enter to save it. 

How to Add Contacts to Groups

  1. On your Convos dashboard, go to Contacts on the left-hand side.
  2. Search for the contact you want to archive.
  3. Click on it and select "Edit Contact."
  4. On the pop-up that appears, click the "Assign Groups & Tags" dropdown to select the group or tags you want to assign to the contact.
  5. Click "Save Changes" to add the contact to the specified groups or tags.

IMPORTANT NOTE

Currently, we're unable to add contacts in bulk to a group.However, our product team is aware of this feedback.