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 transfer records to another user or group while deleting a group?

How do I delete a group?

Follow these steps to delete a group:

  1. Click the User Menu on the top right corner of the screen.
  2. Click the Settings button.
  3. Look for the User Management section.
  4. Select Groups.
  5. Hover over the group that you want to delete.
  6. Click the Delete icon.
  7. 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.
  8. Click the Transfer ownership To drop-down to transfer ownership.
  9. Select a user or a group.
  10. Enable the Transfer closed records checkbox if you wish to transfer closed records to another user or group.
  11. Click Save.
Home Privacy Policy Terms of Service Security Center Policy & Legal Center Contact Us
© Copyright 2025 Vtiger. All rights reserved.
Powered by Vtiger
Facebook Twitter Linkedin Youtube