If you’re using version 3 - click here for the transition milestone dates and the transition calls.

How do I move a client to a group I just created?


Click on the CONTACTS TAB > CONTACT NAME > and at the bottom of the "Profile" page you'll find the listing of group. Check the box next to the name of the group you want to put that person into and click "Save".

Have more questions? Submit a request


Powered by Zendesk