How Do I Move a Contact to a New Group from Within Their Record?

Navigation: Contacts Record

There will be times when you want to move a contact to a new destination within the software. Follow the steps below to learn how to, from within a contact’s record:

Moving a Contact

Step 1: When in a contact’s record, hover over ‘Actions’ and click on ‘Move to new group’.

Step 2: A pop-up will then appear displaying the groups the contact is currently in, under ‘Move from’ and the groups they can be moved to, under ‘Move to’. Simply, tick the groups you wish to move the member out of, in ‘Move from’ and tick the groups you would like to move them to, in ‘Move to’.

Step 3: When you are happy with the groups the member is being moved to and from, click ‘Move’.

Step 4: A pop-up box will then appear saying ‘Move member – click OK to confirm’. If you are happy with the groups you have selected, click ‘Ok’.

Step 3: A further pop-up box will appear saying, ‘Contact has been successfully moved to the selected group(s)’ – again, click ‘OK’.

Once you have completed the above steps, you will have successfully moved a contact to a new destination, via their contact record.