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Last updated: 2025-11-30


Creating a Set


  1. Select Set on the navigation menu.

  • On small screens, you may need to select More on the navigation menu to see this option.

  1. When the Set List appears, select the Add button .
  2. Type a name for the set.
  1. Type a description for the set.
  2. To make the set invisible to other users in the office, select Mark Private.
  1. To prevent other users from modifying the set, select Only Modifiable by Me.
  2. Select Save.

  • The set’s detail page appears.

  1. Scroll down to the Set Members list, and then select the Add button .
  2. 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.

  1. Select Add.
  2. 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.