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