Adding and Managing Custom Contact Groups

Custom contact groups in BlueGolf 360 help admins organize, communicate, and report efficiently. Admins can create, edit, and delete groups to segment contacts for targeted outreach and streamlined management within the Contact Directory and Member Queries.

Accessing the Contact Group Manager

• Go to the BlueGolf 360 Console, and navigate to the CRM Tab
• Select Contacts > Setup > Contact Groups
• The Contact Group Manager will now appear
• Select the Custom Link

• Custom – Displays a list of all custom contact groups created by the admin.

  • Edit – Modify the name of a custom group by selecting Edit next to the group name.
  • Delete – Remove a custom group by selecting the Delete button next to it.
  • Add – Create a new custom group by selecting Add, then naming the new group.