FAQs in this section
What are groups used for?
How do I add a group to another group?
How do I edit a group's details?
How do I create 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 is a group?
Table of Contents
A group is a set of users. It represents your company's teams, such as the sales team, the customer support team, etc.
To learn more about Groups, click here.
To learn more about Groups, click here.
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