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Creating user groups

Creating user groups

Owned by Mike OB (Unlicensed)
Jan 29, 2021
2 min read

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

  2. Click on Create above the table

  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