Individual Grouping
- Click on your contacts name
- Click Manage Groups
- Select the Groups that pertain to that contact
Tip: Drip Groups are directly tied to email campaigns. Utilize the Tampa Bay Market Report, Holiday Emails, Birthdays, Housiversary & many more to stay top of mind with your contacts!
Bulk Grouping
- On the contacts overview
- Click on the Action Mode (top right)
- Select your contacts that pertain to a group (past buyers/sellers/etc)
- Save Changes
Tip: Select All contacts and group them into the Drip - Tampa Bay Market Report to send them a monthly market report from you.
