Create a contact group

Use a Contact Group to send a message to multiple people - a billing team, a follow-up committee, or to all staff members - without having to add each name to the To field individually. Contact Groups can help streamline your process to quickly send the right message to the right people.

  1. Select Home > Messages.

  2. Click the Create New Group button

  3. Add a name for the new group. 

  4. Click the Add Contacts button.

  5. Select the username(s) you would like part of the group and click Save, 

  6. Click Save again.