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?
What is a group?
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?
Who can be group members?
Table of Contents
You can add users, groups, and roles as the members of a group.
To learn more about Groups, click here.
- Users: These are individual CRM users, referred to by their respective names. To learn more about users, click here.
- Roles: These are user roles. For example, if Mark Hale is a user, then Sales Manager can be his role. To learn more about roles, click here.
- Groups: A group in the CRM can be part of another group. For example, if Marketing and Blogging are two different groups, then Blogging can be a part of the Marketing group.
- Roles and Subordinates: This option adds a role and its subordinates as group members. Consider that VP of Sales is a role, and its subordinate roles are Sales Manager and Sales Rep. When you add VP of Sales to a group, all users with that role and the roles of Sales Manager and Sales Rep become group members.
To learn more about Groups, click here.
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