Grouping contacts

Kevin Meynard

Hi, I want to create contact predefined lists in order to then group email the entire list a template. I've been searching for a while for this one, as currently I manually select people and then send out the email which is a pain/keep missing people. 

Is this possible in Pipedrive?

Mike van der Valk

Hi @Kevin Meynard ,

The easiest way is to create custom field (single- or multiple option) to "tag" you contacts with whatever you use to group them. Then you can filter on contacts having that specific tag and select all the filter results to send out the emails. It's all explained in the video here: https://www.pipedrive.com/en/academy/courses/get-started-with-the-basics/chapters/custom-fields-and-filtering