CRM

Adding a company to a contact group

Contact groups can not only group down contacts but also can hold companies.

Adding a company to a contact group is simple and easy.

To do so, navigate to WP Admin Dashboard → WP ERP → CRM → Companies → Select a company → Assign Contact Groups.

If you click on the “Assign Contact Groups” button then you will get this popup window to assign groups.

Check the group that you want to assign to a company and hit the ‘Update‘ button. That’s how you can add a company to a contact group.

Still confused? Watch the following video.

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