Edit or delete a client group Last updated: Aug 16, 2026

Update a client group's details or remove it entirely.

1. Open Clients > Groups and click the group.
2. On the Details tab, edit the Name, Description, Property, Audience, Phone, or Email as needed.
3. To remove the group, open the Options menu at the top-right and choose Delete Group.

The same Options menu also lets you Create Task for the group, Browse Tasks, or Copy Link to the group.