Last updated: 2025-11-30
Creating a Set
- Select Set on the navigation menu.
- On small screens, you may need to select More on the navigation menu to see this option.
- When the Set List appears, select the Add button
. - Type a name for the set.
- Type a description for the set.
- To make the set invisible to other users in the office, select Mark Private.
- To prevent other users from modifying the set, select Only Modifiable by Me.
- Select Save.
- The set’s detail page appears.
- Scroll down to the Set Members list, and then select the Add button
. - Type the name of a contact you want to add to the set.
- As you type, a dynamic menu displays the names of matching contacts. When you see the contact you want to add to the set, select that name.
- Select Add.
- Repeat the preceding steps as needed to add more contacts to the set.
- To remove a contact you have added to the set, select the delete button
next to the contact’s name.