How to Add a Group
Why its Important
Symbonic allows you to create Groups of contacts for the purpose of being able to send out materials and other important information to a group of people all at once instead of individually. You can even send a watermarked pdf to a group of people and they will all receive the pdf watermarked with their individual name. Follow these steps to create a group in Contacts.
- Click Contacts in the top menu
- Click Groups in the sub menu
- Click +Add below where it says Contacts on the far left and add the following:
- Group Name (Required)
- Add the Contacts you would like to be in the group
- NOTE: Add all the necessary contacts before creating the group
- Add to the Notes if necessary
- Click Save
Congratulations, you have created your first Contact Group