---
title: "Groups"
slug: "groups"
description: "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. You can access Groups by going to ..."
updated: 2025-06-10T18:45:18Z
published: 2025-06-10T18:45:18Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.close.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Groups

Availability

This feature is only available on the Scale and Enterprise (legacy) plans

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 `Settings > Team Management` and then choosing the Groups tab. Select the `New Group` button to create a new Group:

![CleanShot 2024-05-28 at 13.01.11@2x.png](https://cdn.document360.io/b5cf4edd-8d9e-4649-a50a-2d7591eba26b/Images/Documentation/CleanShot%202024-05-28%20at%2013.01.11@2x.png)

Add members into your Group by selecting `+ Add Members` on the right hand side:

![CleanShot 2024-05-28 at 13.03.00@2x.png](https://cdn.document360.io/b5cf4edd-8d9e-4649-a50a-2d7591eba26b/Images/Documentation/CleanShot%202024-05-28%20at%2013.03.00@2x.png)

## 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 > User > Sales Team`:

![CleanShot 2024-05-28 at 13.05.51@2x.png](https://cdn.document360.io/b5cf4edd-8d9e-4649-a50a-2d7591eba26b/Images/Documentation/CleanShot%202024-05-28%20at%2013.05.51@2x.png)

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

![CleanShot 2024-05-28 at 13.07.25.gif](https://cdn.document360.io/b5cf4edd-8d9e-4649-a50a-2d7591eba26b/Images/Documentation/CleanShot%202024-05-28%20at%2013.07.25.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](https://cdn.document360.io/b5cf4edd-8d9e-4649-a50a-2d7591eba26b/Images/Documentation/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](https://developer.close.com/resources/groups/) for a list of different endpoints.