FAQs in this section
How do I add a group to another group?
How do I edit a group's details?
How do I create a group?
What is a group?
Who can be group members?
Can I allow a group to view the records of another group?
How do I assign records to a group?
Why do I need to assign records to a group?
How do I transfer records to another user or group while deleting a group?
How do I delete a group?
What are groups used for?
Table of Contents
Groups can be used to set up teams on a CRM. You can Sales, Marketing, Support, and other teams by adding team members to a group.
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