Managing contact and outlet groups is a core feature in Vuelio, enabling streamlined workflow organisation and targeted media outreach.
Follow these steps to add contacts directly to existing or new groups from their profile page.
Adding a Contact to a Group
Locate the Profile: Open the target contact's profile page (e.g., via Quick Search in the top navigation bar).
Initiate Group Assignment: Click the Save button located on the contact's profile interface.
Select or Create a Group:
Existing Group: Search or scroll to find your target group in the list, then select the checkbox next to its name.
New Group: Click New, enter the desired group name in the text field, and select Create & Save.
Confirm Assignment: Click Save at the bottom of the menu to finalise and save the contact to the group.