Settings > Office > People > Groups tab

This is where you can manage your contact groups. Create as many groups as you need.

Groups are a way of grouping or organizing your Contacts.

TABLE OF CONTENTS


System Groups

There are 7 system groups

  • 1st Home Buyer
  • Downsizing - People looking to Downsize
  • Finder - people receive new listings emails
  • Investor - People who indicate that they are investors
  • Newsletter - People who sign up to newsletters OSL website
  • Upsizing- People looking to Upsize 
  • Website Enquiry  - People that have asked a question about a listing


Hint.  Do not make Groups for the System groups, as this will just make more work for yourself.

Notes:  

  • A person/contact can be in multiple Groups.
  • Add a short description to remind yourself why you created this Group.
  • Groups created by Office level users are available to all office level users.


Add a New Group

To add a new group click on the new button to add a New Group 


Do not use special characters in the name of your Groups e.g. &# @


Sharing your Groups with Agents

Some offices might want all agents in the office to use the same contact groups. If you want to share a Group with your agents select the Share with Agent checkbox option.


Groups – Move tab

Sometimes you want to re arrange or consolidate your Groups. On this tab you can Move all people in one group into another group.  In this example we are moving all contacts in the Brady Bunch group into the Developers Group



Note. Moving your Contacts into out from A group is not the same as bulk adding or removing Contacts from a Group.

This can also be done in the main People > Tools > Groups section more…