How to Create a Group Based on Matched Activity

Step-by-Step Walkthrough

  1. Navigate to the Contacts page.

  2. Select the contact whose activity you want to match.

  3. Locate the Activity Feed on the right side of the contact's profile.

  4. Identify the list of activities under the Activity Feed.

  5. Toggle the activity you want to match.

  6. Click the "View Group" button after toggling the activity.

  7. Name the newly created group.

  8. Click Save in the top right corner.