In steps:

  1. Click on the "Contacts" tab.

  2. Click on the simplified client list.

  3. Select the picture of each wanted client to select them specifically.***

  4. Click on "Select an action" and choose the desired option.

  5. Choose "Go".

  6. Confirm.


*** To select multiple client at once, click on the square.


More details on the different possible actions:

  1. Archive a client.

  2. Add a stakeholder.

  3. Add to a group.


Further information

To learn more about customer groups, click here.

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