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Create Groups in eEdge

Last Updated: Nov 27, 2017 02:29PM CST

1. Log in to

2. Click the New Leads link, located under "myLeads" in your eEdge Control Panel.


3. Hover over the "Contacts​" tab located in the top navigation menu of eEdge and select Manage Groups​. ​​



4. Enter your desired group name in the "Create New Groups" text field​; please note that your group name cannot include punctuation. ​​

  • Default Groups/Suggested Group Names: Haven't Met, Met, Agent, Vendor, Investor, Past Client, Loan Officer, Talent, Builder, REO, Short Sale, Expired, FSBO, Sphere, Allied Resource, Luxury, Farm, Commercial, Residential, Referral Source​

​​5. Click Save. ​​


6. Once you have created a new group, it will appear in the group list.


Read this article if you need to add contacts to your new groups in eEdge.


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