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Creating user groups
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
Go to the Groups management page
Click on Create above the table
Set a name for the group
Save the group
Add users to the group
Go to the pipeline and you will see your groups that you can filter by
, multiple selections available,
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