Create and Manage Groups
You can create and manage groups with Web Suite Pro, manage multiple categories and groups in contacts, products, expenses and more. With Web Suite Pro’s groups you can easily organize your contacts, making it easier to communicate with a specific type of business people. Let’s say for example, if you created a group called “Leads”, you could just send an email, sms message or a voice note to that group. Target the right contacts with your message!
To create a client group:
1. Click on contacts choose from the client drop down
2. Click Manage Groups.
3. Enter Group Name
4. Add Members by typing member name (member must be a contact for them to show up)
5. Click Create
To add contacts to a contact group:
1. Click the Group you want to manage
2. Click add member
3. Add Members by typing member name (member must be a contact for them to show up)
4. Click save
You can share notes and files within your groups, simply write a note or upload a file, etc.