Creating user groups

You can create user groups to keep track of different lines of business, locations, divisions etc. Once you create a group and add users to that group, you can filter by group in the pipeline and in reports

1. Go to the Groups management page

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2. Click on Create above the table

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3. Set a name for the group

4. Save the group

5. Add users to the group

6. Go to the pipeline and you will see your groups that you can filter by