Create a Contact Group

In this article, learn how to create a contact group.


Last updated: February 3, 2023

Contact groups allow you to add clients to groups of your choice and send messages to specific groups.

 Create a Contact Group

  • After logging into your Upper Hand account, hover over the main navigation bar on the left hand side and click Contacts
  • Navigate to the Groups tab
  • Enter a Group Name and click Save

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  • Click in the space where it says Add Contact and search for the name of the client you want to add to this contact group
  • Click the client's name to add them to the group

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  • Repeat this until you've added every client you want in this group