Use the groups area to track companies and organizations. You'll recognize a contact as a group based on the purple block. You can add group information, notes, policies, and individuals related to that group, they are all tracked on the group page. Learn more about working with Groups.
Basics of Groups
The groups area provides a list of all the groups in your account. Store business data, contacts, lead and custom info for each group. Create as many group records as you need. On a group record, the detail tab is followed by a series of group specific tabs.
Group Tabs & Summary
You can show that an individual is connected to a group. Associate individuals to track group contacts, employees of a group, or important people at a group.
A primary contact for the group can be marked from this page by clicking check icon for the individual. You can also create individuals from a group - individual tab by selecting the Create New. This will create and automatically tie the new individual to the group.
A list of policies where the group is set as the policyholder. The policy number links to the policy detail page. Policies can be created from this page with the Create New button. This automatically ties the new policy to the group.
These are activities that are related to the group or related to individuals in that group. Check out the Activity Overview article for more information about creating and using activities.
This tab lists emails you sent to the primary contact of the group using Automated Workflow and Email Marketing. Please note, the primary contact of the group can change.
This tab shows all automated workflows that include the group as a trigger condition.
Notes & Attachments
Storing notes or attachments related to the group. Set a pinned note to track an important item.
The group summary includes Group Primary Contact Info, In Force policies for the group, open activities, and a pinned note.
Edit by clicking into any field to add/edit information. Once changes have been made scroll to the bottom of the page to select Save.
Customize the options in the drop downs and create custom fields for any extra information to be tracked. Please see Data & Custom Fields Settings for more information.
Delete groups from the Group Detail page. Any association with individuals or policies need to be removed before a group can be deleted. Associations can be viewed from the Individuals/Policies tab of the group. All Activities must be in a complete status.