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InfoFlo CRM Knowledge Base

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How do I add a group of contacts to a category?

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  1. Open your contact list by clicking 'Contacts' from the Left Tabbed Menu.
  2. Select multiple contacts by clicking the first contact, holding SHIFT and clicking the last contact (or holding CTRL and selecting them individually).
  3. Right click the selection -> Click 'Copy Contacts'
  4. Open the list of categories by clicking Categories in the left tabbed menu.
  5. Select the category you would like to link the contacts to -> Right click -> 'Paste x: Contacts'
  6. Confirm the links by clicking 'Yes' to each or check off 'Do this for the next x items' to confirm all.