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How to create Company Groups

Alex Hom avatar
Written by Alex Hom
Updated over a week ago

Individual companies in Manager can be organized and separated into groups. Groups help to structure the organization of a company into departments or teams. Company Groups can be selected as recipients for Emails using People Selection (see People Selection Recipients for more information).

Groups are categorized as Primary groups or Sub-groups. Primary groups are considered top-level and groups that exist within others are called sub-groups.

  1. Click on 'Groups' tab

  2. Click Add Primary Group

    1. Click on the + button to create a Sub-Group within an existing group

  3. Fill out the information to define the new Group

  4. Click 'Add Group' to save the entry


Adding/Removing Contacts to Company Groups

  1. Navigate to People section

  2. Select contacts by clicking on their Check Box

    1. Clicking the Check Box on the column will select all contacts on the page

  3. Click on the Action Menu

    1. Select Add to Group or Remove from Group

  4. Select the Company Group(s)

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