Step 3 - Confirm Contacts and Groups

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Confirm Contacts and Groups

 

1. Step 3 extracts the Groups, Contacts and Funds from the database and arranges them in a selection matrix. The screen appears as below. If the details are correct click on Accept and the wizard process will have been completed.

 

2. The contact groups can be checked by clicking on the blue numbers, which will generate a listing of all the names and emails in that group.