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Contact Groups

Contact groups let you organize contacts into lists for easier management and bulk operations.

Creating a group​

  1. Go to Contacts in the sidebar
  2. Click Add Contact > Groups
  3. Name your group
  4. Add contacts to it

Uses for groups​

  • Email blasts — Send an email to everyone in a group at once
  • Preferred vendors — Keep a list of your go-to inspectors, title companies, or lenders
  • Agent partners — Track the agents you work with regularly
  • Regional contacts — Group contacts by area if you work across multiple markets

Managing groups​

You can add or remove contacts from groups at any time. A contact can belong to multiple groups. Groups appear as a filter option on the Contacts page, so you can quickly view just the contacts in a specific group.