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.

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

Click on + Add user group.

Type your user group name and hit Save.

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

Hit Save.

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

Click the downward arrow to the right side of the search box to open the Advanced search feature.

In the Advanced search pop-up search contacts by Owner → select the User Group you want to filter.

Click Run.

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.