---
title: Creating and managing groups
description: "**Managing Contact Groups** ****Groups help you stay organized.**** Instead of scrolling through hundreds of contacts, segment them into named lists and act on them as a unit — for follow-ups, outbound calling, or team workflows. --- **## 📦 What are…"
url: "https://funneler.ai/guide/creating-and-managing-groups/"
updated: "2026-03-13"
category: "Contacts & Leads"
---

# Creating and managing groups

**Managing Contact Groups**

****Groups help you stay organized.**** Instead of scrolling through hundreds of contacts, segment them into named lists and act on them as a unit — for follow-ups, outbound calling, or team workflows.

---

**## 📦 What are Contact Groups?**

Contact Groups let you organize leads into reusable lists inside the ****Contacts and Leads**** page.

Use groups to:

- 🎯 Segment contacts by campaign, funnel, lifecycle stage, location, or priority

- ⚡ Add multiple contacts to the same working list in one action

- 📞 Launch outbound calling workflows for a saved group

- 🗂 Keep contacts organized without deleting or duplicating lead records

---

**## 🔍 Where to Find It**

Open ****Contacts and Leads**** from the left sidebar.

At the top of the page you will see two tabs:

| Tab | Purpose |

|---|---|

| ****All Leads**** | Manage individual contacts |

| ****Groups**** | Create, review, rename, and manage saved groups |

---

**## 🆕 Create Your First Group**

1. Open the ****Groups**** tab.

2. Click ****+ New group****.

3. Enter a group name.

4. Click ****Save****.

Your new group appears in the Groups table. Each row shows:

| Column | Description |

|---|---|

| 📝 Group name | The name you gave the group (editable inline) |

| 🔢 Number of contacts | How many contacts are currently in the group |

| 👤 Members | Opens the member detail view |

| 📅 Created | When the group was created |

| 🗑 Delete | Removes the group (contacts are kept) |

---

## **➕ Add Contacts to a Group**

You can add contacts to a group from the ****All Leads**** tab.

1. Open ****All Leads****.

2. ☑️ Select one or more contacts using the checkboxes.

3. Click ****Add to group****.

4. Choose one of the following:

- Add to an ****existing group****

- ****Create a new group**** and add the selected contacts to it

5. Confirm the action.

✅ The selected contacts are added to the chosen group without being removed from your main CRM contact list.

---

**## 🧑‍💼 Add a New Manual Lead Directly to a Group**

When creating a lead manually, you can assign it to a group before saving.

1. Open ****All Leads****.

2. Click ****+ Manual lead****.

3. Fill in the contact details.

4. In the ****Add to Group**** section, choose one of the following:

| Option | What happens |

|---|---|

| 🚫 Do not add to a group | Lead is saved to All Leads only |

| 📂 Add to an existing group | Lead is saved and added to the chosen group |

| ✨ Create a new group | A new group is created and the lead is added to it |

5. Click ****Save****.

---

**## 👁 View Group Members**

To open a group's member list:

1. Go to the ****Groups**** tab.

2. Find the group you want.

3. Click ****Members****.

This opens the group member details page, where you can:

- 🔎 Search within that group

- 📋 Open any contact's detail view

- 🗑 Remove one contact from the group

- 🗑 Remove multiple contacts from the group at once

**## 🗑 Remove Contacts From a Group**

⚠️ Removing a contact from a group does ****not**** delete the contact from your CRM. Contacts always stay in ****All Leads****.

**### Remove one contact**

1. Open the group using ****Members****.

2. Click the 🗑 trash icon next to the contact.

3. Confirm removal.

**### Remove multiple contacts at once**

1. Open the group using ****Members****.

2. ☑️ Select the contacts you want to remove.

3. Click ****Delete (n)****.

4. Confirm removal.

**## ✏️ Rename a Group**

You can rename any group inline without leaving the Groups tab.

1. Open the ****Groups**** tab.

2. Click the ✏️ pencil icon beside the group name.

3. Edit the name in the inline input.

4. Click the ✅ check icon or press ****Enter**** to save.

> ⛔ If another group already uses the same name, the system will block the rename and show an error.

---

**## 🗑 Delete a Group**

⚠️ Deleting a group removes the group itself, but ****does not delete any contacts inside it****.

1. Open the ****Groups**** tab.

2. Click the 🗑 trash icon on the group row.

3. Confirm deletion.

After deletion:

- ✅ The group is removed

- ✅ The contacts remain available in ****All Leads****

- ✅ The contacts can still be added to other groups later

---

---

💡 **Best Practices**

****🏷 Use clear names****

Choose names that describe the purpose of the list, such as `Facebook Leads - March`, `Warm Prospects`, or `High Priority Follow-Up`.

****🎯 Keep groups focused****

Smaller, purpose-driven groups are easier to search, review, and use in outbound workflows.

****♻️ Remove from group instead of deleting contacts****

If a contact no longer belongs in a segment, remove it from the group rather than deleting the CRM record.

****📞 Build groups before outbound calling****

If you plan to call a list of contacts, build the group first so you can reuse it later and track results per segment.

---

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### ❓ Common Questions

****Does deleting a group delete my contacts?****

🟢 No. Deleting a group only removes the group. Your contacts stay in ****All Leads****.

****Can one contact belong to more than one group?****

🟢 Yes. A contact can be part of multiple groups at the same time.

****Can I create a group while adding contacts?****

🟢 Yes. The ****Add to group**** flow lets you create a new group and assign selected contacts in the same step.

****Can I remove several contacts from a group at once?****

🟢 Yes. Open the group, select the contacts, and use the bulk ****Delete (n)**** action.

****Why can't I save a group with a name that already exists?****

🔴 Group names must be unique within your account to avoid duplicate lists with the same label.