The Groups tab enables you to create, modify, and delete contact groups within Contact Manager. The tab displays the following columns:
- ID: ID of the contact group.
- Group Name: Name to identify the contact group.
- Caller ID: Caller ID of the contact group.
- Callback Number: Callback number of the contact group.
- Email: Email ID of the contact group.
- Created By: Name of the user who created the contact group.
- Modified By: Name of the user who last modified the contact group.
Contact groups support caller ID, callback Number, and email association when creating or modifying a contact group. In addition to the phone number association, each contact group displays all the associated contacts and any phone+contact group DNCs that are active in the DNC settings.
To create a contact group, in Contact Manager, on the Groups tab, use Add.
- You can delete the contact group that is no longer associated with any entities within the platform (for example, contacts, phone, or DND) by using the Delete button.
- You can assign a contact to a contact group by double-clicking the contact within Contact Manager and then selecting a group in the Group field.
- You can associate a contact group as the source for caller ID or callback number when creating a campaign through Contact Manager. This enables you to group agents in a single service or a call center without the need to split campaigns based on different portfolios.
