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.

  1. Click Contacts in the top menu
  2. Click Groups in the sub menu
  3. Click +Add below where it says Contacts on the far left and add the following:
    1. Group Name (Required)
    2. Add the Contacts you would like to be in the group
      1. NOTE: Add all the necessary contacts before creating the group
    3. Add to the Notes if necessary
  4. Click Save

Congratulations, you have created your first Contact Group

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