Page 34 - TE training manual

Total Expert Training Manual If you need immediate assistance,
34 please use the chat button

GROUPS AND SMART GROUPS

Creating groups can be a great way to organize your contacts, especially if you use the
Smart Groups feature, which will automatically add contacats to the group if they meet
the criteria you set.

The Groups menu can be found in leads & contacts -> groups

This screen shows all existing groups that you’ve made. Both smart groups and
normal groups will appear here.

To edit a group, click the check box next to the group and then click the edit button on

the top left corner. Note: If there is no check mark under the editable column for a group,
this means that the specific group can’t be edited or deleted. This is usually caused if the
group was created from loan data coming into your account from your LOS.

To delete a group or groups, select the group(s) with the check box column and click the
red trash can icon on the top left corner.

Create a New Group - Click the
+Create in the top-left corner.
Add a name and description.

A group with just a name and/
or description will be a manual
group. Click Submit and you have
created your manual group.

You can freely add and remove
contacts to/from this group.

A Division of Finance of America