Add Contact Group:
Select the Add Contact Group menu, from the Manage Contact Group option.
Enter the Contact Group Name in the "Info" Tab.
Choose the desired Department from the Department name on the “Share” Tab.
If no department is selected, the information will remain visible only to Agent.
After filling in the required valid details, click "Update" to save the Contact Group.
Managent Contact Group:
The Manage Contact Group page lists the contact Groups.
Follow these steps to manage the contact Groups:
Select the Managent Contact Group menu, from the Contact option.
In this section, you will find field featuring “Search" and “Edit" functionality.
In order to find a particular Contact Group, you can use the Quicksearch filter, then hit the “Search” button.
Selecting the Enable checkbox displays active Contact Group, while deselecting it shows Inactive Contact Group.
Edit Contact Group:
You can edit the field by clicking the Tag icon.
On the Edit Contact Group page, you can modify the Group Name and Department Name.
You have the option to enable or disable a Contact Group using the Enable Toggle
Click “Update” button to save the changes.
Note:By default, a group named “General” is available in Manage Contact Group for use. Alternatively, you can create a new group as needed.