You can group together team members in Settings > Manage your team.

Click the orange plus sign to create a new group.

Just drag & drop the team member onto the name of the group you want to add them to. 

Tip: make sure the name of the group is highlighted grey before dropping the user into it.

Don't see this in your settings? Learn more.


What are the groups used for? 

The user groups are designed for reporting purposes.

You can create user groups for different sales teams, different countries, different business units, or different territories, for example. 

In the insights dashboard you can filter by your specific user groups to understand how one group is doing versus another.

Filtering by user groups make it possible to narrow the view to a certain amount of opportunities or results. 

Any questions? Ping us on the chat! 💬

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