Creating user groups

You can create user groups to keep track of different lines of business, locations, divisions etc. Once you create a group and add users to that group, you can filter by group in the pipeline and in reports

  1. Go to the Groups management page
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  2. Click on Create above the table
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  3. Set a name for the group
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  4. Save the group

  5. Add users to the group
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  6. Go to the pipeline and you will see your groups that you can filter by
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