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?
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 delete a group?
How do I transfer records to another user or group while deleting a group?
Table of Contents
It is important to transfer ownership while deleting a group because every record in the CRM needs to be owned by a user/group.
Follow these steps to delete a group and transfer ownership:
Follow these steps to delete a group and transfer ownership:
- Click the User Menu on the top right corner of the screen.
- Click the Settings button.
- Look for the User Management section.
- Select Groups.
- Hover over the group that you want to delete.
- Click the Delete icon.
- Select another group to transfer ownership of the group being deleted. It is important to transfer ownership because every record in the CRM needs to be owned by a user. By performing the steps below, you will transfer all the records assigned to the group to another group.
- Click the Transfer ownership To drop-down to transfer ownership.
- Select a user or a group.
- Enable the Transfer closed records checkbox if you wish to transfer closed records to another user or group.
- Click Save.
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