Contacts & Groups
How your Young Living contacts sync and how to organize them.
How contacts sync from Young Living
When the sync runs, what data comes over, and what to do if a contact is missing.
Adding and editing contacts
Add contacts manually, edit details, view history, and search to find anyone fast.
Organizing contacts with groups
Build manual or rule-based groups so campaigns can target the right slice of your downline.
Using filters to control who you message
Personal rules that protect key relationships and prevent duplicate campaign sends.
Groups, filters, and tags
Overview of the three ways to organize contacts: groups, filters, and tags.