How to Create a Group Based on a Matched Field

Step-by-Step Walkthrough

1. Navigate to the Contacts page.

2. Select any contact from the list.

3. Identify the field value you want to match (in this case, "Manager").

4. Locate the magnifying glass icon next to the selected field.

5. Click on the magnifying glass icon.

6. View the list of people with the same value(in this case, the manager is Michael Scott).

7. Name your Group.

8. Click "Save" in the top right corner.