Groups

      Groups


        Article Summary

        Availability

        This feature is only available on the Business plan

        Groups were made for managers who want to filter performance by groups of team members rather than the organization as a whole. Create saved groups of users to monitor your sales team’s Pipeline, report on their activities, search Leads by Group activity, and more.

        Creating a Group

        You can access Groups by going to your account "Settings" > "Team Management" and then choosing the Groups tab. Select the “New Group” button to create a new Group:

        7a010c8-Groups-CreatingGroup.gif

        Add members into your Group by clicking the “+ Add Members” button on the right hand side:

        f6087e8-Groups-AddingMembers1.gif

        Searching and Filtering by Group

        Once a Group is created, you can filter by Group in Reporting and search by Group in our search filters. For example, to see all calls that have been made by your Sales Team, you can filter your Leads by “Calls” > “Created by” > “Sales Team”:

        580c3be-GROUPSFILTERINGSEARCH1.gif

        Similarly, you can narrow down your Opportunity report to see a snapshot of the Groups sales activities over a certain timeframe:

        dcb4557-Groups-FilteringOpportunity1.gif

        Removing Members from Groups

        You can remove individual users from Groups by selecting the X icon to the right of their name in the Groups section of your Team Management page:

        22514c2-ScreenShot2020-08-17at64307PM1.png

        In the event that you need to remove a user from your Close org, they will remain in any Groups to support historical reporting.

        API Documentation

        If you’re interested in connecting to our API to automate your Group activity you can take a look at our API documentation for a list of different endpoints.