Brief: This quick tutorial discuss and demonstrate on how to create and use groups in various methods at Akubo.
For example, you wanted to group certain clients together – example they all like Product A – you can easily create group called Product A and assign contacts to that group. And a contact can be a member of more than 1 group.
There are four ways to add a new group in Akubo. Which we will discuss.
You can add groups by…
- In creating new contact
- Selecting from the list of contacts
- In importing data to Akubo
- In Groups Option under Settings
Method 1First we are going to discuss how to add a new group in adding new contact.
We have to click “Select group”, then it will show a dropdown option.
Click on the “Create New Group”.
And click the Save button to save the new contact.
Method 2The second method to create a group is from selecting contact or contacts to assign to a group.
Method 3Third method to create a group in Akubo is creating a new group in importing data to Akubo.
Let’s go to the Import and Export.
Lastly, we can add new group in settings.
Go to Settings, located at the right side of the Header.
For more information, please send an email at firstname.lastname@example.org.