User Groups

The User Group feature serves as a practical tool for assessing progress, identifying areas for improvement, and ensuring that collective efforts align with overarching sales goals.

It provides a structured approach to managing data, by organizing users based User Groups. It streamlines the process of generating reports by allowing for targeted analysis and comparison. This feature also simplifies the monitoring of team performance against sales targets you set.

Plans: available on Business plan

In this article
Create User Groups
Remove User Groups
Filter User Groups

Create User Groups

Click on your User/Profile icon (top right-hand corner) → Select Users, Plans and Billing → User tab → click on + Add User.

User, Plans and Billing Page l + Add user Group

Type your User Group name → hit Save.

Add User Group name

Now you can select each User you wish to move to a User Group → choose from the User Group dropdown → click Save.

User Profile l Select User Group

Note:

Only account owners and administrators can edit and assign users to groups.
Once a new User is added to the CRM, they will be added to the default User Group automatically, unless you choose a different group for them from the dropdown.

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

Rename User Group

Remove User Groups

Click on your User/Profile icon (top right-hand corner) → Select Users, Plans and Billing → User tab.

User, Plans and Billing Page l User tab

Move any User, that is currently assigned to the User Group, you would like to remove to a different group.
Do this by selecting each User within that User Group → choose from the User Group dropdown → click Save.

Edit User's details l Select User Group

Once all Users have been moved click on the three dots beside the User Group name you wish to remove and select Delete group.

Delete User Group

Notes:

You cannot remove the default User Group.
Once all User Groups have been removed, the name of the default User Group will not be displayed.

Filter User Groups

Click on the Filter icon to create a Filter.

In the pop-up window select the following criteria:
"Owner" + "is" + Select your User Group

Filter by User Group

Notes:

To save this filter for later, add a name in the Filter name field and click Save&Run.
If you remove the last user from their current group, this group’s filters will break.

User Groups

Create User Groups

Remove User Groups

Filter User Groups

Notes:

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