How to create and manage Groups?

You can create different Groups to manage the operation within the Organisation.

To create and manage Groups follow the steps given below :

1. Go to CRM Settings > User Management > Groups.
2. To add a new group click on the "Add Group button".
   
   

       3. Provide the "Group Name" example Team Selling.

       4. Enter the "Description" of the Group.

       5. "Group Members", you can provide the members of the group like Users, Groups, Roles, Role and Subordinate.

      6. Click on the Save button.

How to Edit the Group?

1. Go to the list view of the Groups, click on the Edit icon.
2. On the Editing Group page, modify the details of the group.
3. Click on the Save button.

How to Delete a Group?

You can delete the existing group, which does not meet the business requirement. When you delete a group, you need to transfer the ownership of the records to another group.

1. Go to the list view of the Groups.
2. Click on the "Delete icon".
   
   
   
3. In the Delete Group popup, Transfer the Ownership to another existing group by selecting from the drop-down.
4. Click on the Save button.