Add or change a group's rule

A rule makes a group fill itself. The screen puts it in one line: Everyone who matches all of these shows in the column — it stays true on its own. When someone's profile starts to match, they appear in the column; when it stops matching, they leave — unless you put them in by hand.

On the Groups board, a group with a rule has a small funnel beside its name. The rule itself is not written under the column any more. To read it, press the column's ⋯ → Edit Group…: Change the Rule comes first, with the rule spelled out underneath.

1. Press New Group at the end of the Groups board, or open Prospecting → ⋯ → New Group.
2. Type a Name, and choose where it sits under Grouped By.
3. Open Fill. It starts on Manual Fill — an empty column you drag people into. Choose Auto Fill. (Opened from Prospecting's ⋯, there is a third choice, Upload Contacts.)
4. Build the rule under Who’s In It, and watch the count under it — 24 people would be in this group right now.
5. Press Create Group.

If you started New Group with people already ticked, Auto Fill is greyed. Make it with Manual Fill, then give it a rule with Add a Rule — the people you ticked stay in.

The rule is a box of rows, and each row reads as one question — Property type is Condo:

• Choose Something… picks what to ask about. Each option says what your book holds — 12 to choose from, or Exploring only · 15 when there is one answer.
• Choose… picks the value. + or adds another value to the same row: a person then matches either.
• Add Something Else adds a row, joined by and: a person must match every row. Cancel, in the same place, backs out of a row you haven't filled.
• The × on a value takes that value off. The bin at the end of a row takes the whole row off.

Something you have already asked about is not offered twice.

1. Press the column's ⋯ and choose Edit Group… from the menu.
2. Press Add a Rule — its line reads let it fill itself from now on.
3. Build the rule. The count includes the people already in the group: 32 people would be in this group right now.
4. Under it: The 8 people you added stay in. The rule only adds more.
5. Press Add the Rule.

The group now fills itself, and Change the Rule becomes its first door. Back returns you to Edit Group without saving. A Readiness or Value group has no Add a Rule — its Change the Rule is greyed, because that rule is fixed.

1. Press the column's ⋯ → Edit Group… → Change the Rule.
2. The rule opens as rows. Change them the same way you built them.
3. Watch the count: 87 people are in this group right now — or 1 person is.
4. Press Save.

If you have added people by hand or kept anyone out, a line says so — You added 3 by hand, and kept 2 out — with Reset to the Rule beside it. Reset lets the rule decide again: everyone you kept out comes back if they match, and the people you added by hand stay.

Some rules can't be shown as rows — the ready-made Never Messaged group is one. Change the Rule then shows the rule as a sentence, with This one was written with the advanced editor. Open it to change it. underneath.

Press Advanced to open the full editor: one line per condition, and Add a Condition for another. Save stays greyed until you have opened it. A rule like this can be changed in Advanced, but it can't be taken away — the last condition always stays.

1. Open the column's ⋯ → Edit Group… → Change the Rule.
2. Press the bin on every row, then Save.
3. PropKaki asks Remove the rule? and says what happens: The 38 people in Sellers stay in it. From now on you add and remove them yourself — someone new won’t turn up on their own.
4. Press Remove It — or Keep the Rule to leave it as it was.

From then on the group no longer fills itself. Everyone who was in it stays, and Add a Rule is back in Edit Group… for when you want one again.