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How to: Assign or Remove Contacts/Agent to Contact Group(s)

  1. Find the Contact you wish to allocate to a Contact group

  2. Select the  icon

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    • This will pop up the list of Contact Groups that can be allocated, double click on the one you wish to add
    • Repeat until you have added all the Contact Groups you wish to.

You can add multiple Contacts (agents) to a Contact Group at the same time. However, you cannot add multiple Groups to a Contact, this has to be done one at a time. 

To remove a contact group from a contact

  • Right click on the Contact Group you wish to remove
  • Select Delete