User Groups

User Groups makes reporting easier and is an efficient way to check if your team is meeting their overall sales targets. 

Plans: User groups are available on Business plan.

In this article
Set up User Groups
Filter User Groups

Set up User Groups

1
Go to your User Profile/Initials (in the top right-hand corner) → Select  Users, Plans and Billing.

2
Click on + Add user group.     

3
Type your user group name and hit Save.

4
Select the user you wish to move to a group and choose from the User Group dropdown.

5
Hit Save

Note: You can rename a User Group by clicking on the  three dots beside the group and selecting Rename group.   

Filter User Groups

1
Click the downward arrow to the right side of the search box to open the  Advanced search  feature.
2
In the Advanced search pop-up search contacts by Owner → select the User Group you want to filter.
3
Click Run.

NOTES
  • Only groups with no users assigned can be deleted. 
  • Only account owners and administrators can edit and assign users to groups.
  • If you remove the last user from their current group, this group’s filters will break.

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