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Groups help you organize contacts and reference them in workflows.
Contact groups list

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Automatic Groups

Orbit creates some groups automatically:
  • By company — All contacts at each company
  • By familiarity — Inner circle, close contacts, etc.
  • By recency — Recently contacted, dormant

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Google Contact Groups

Groups from Google Contacts sync automatically:
  • Your Google labels become Orbit groups
  • Changes sync in both directions
Google contact groups synced

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Creating Groups

1

Open People settings

Go to Settings → People → Groups.
2

Create new group

Click New Group.
Create group dialog
3

Name the group

Give it a descriptive name.
4

Add contacts

Select contacts to add to the group.

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Adding Contacts to Groups

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From a Contact Profile

1

Open the contact

Search for them with @name.
2

Click Add to Group

Add to group button
3

Select group

Choose which group(s).

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Bulk Add

1

Open People view

Go to Settings → People.
2

Select contacts

Check multiple contacts.
3

Add to group

Choose a group to add them all.

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Using Groups

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In The Brief

Group tags appear on cards:
Group tag on Brief card

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In Workflows

Reference groups in workflows: 
Send a holiday message to everyone in my "Clients" group

Who in my "Investors" group should I update this week?

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In The Assistant

Ask about groups: 
Show me my Clients group

Who's in my Inner Circle?

List everyone in the Sales Team group

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Editing Groups

1

Open the group

Go to Settings → People → Groups and click the group.
2

Edit members

Add or remove contacts.
3

Rename or delete

Change the name or delete the group entirely.