Contract Groups

 

Contact groups are a great way to categorize your leads in order to easily filter them for marketing campaigns in the future.

Contact Groups can be customized by the Account Owner or Manager. Contact Groups can be added or modified by a manager at any time and will be visible to all team members with the account. 

How to Add or Modify a Contact Group

  1. – Login to WE ARE REALTY PARTNERS
  2. – Click the “Setup” button on the left aside menu
  3. – Click on the Customers > Groups
  4. – Add of Modify a Group

The benefits of contract groups is the ability to easily filter contacts for actions, email campaigns, call lists and other uses.