Quick How To's

How to Create a Group Based on a Matched Field

This walkthrough answers the questions: How do I find contacts with the same value? How do I find contacts based on a field? How do I find contacts who have the same value?

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.

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