Managing Groups

Sales Team -

Utilizing Groups

Groups can be created to organize individuals in your database that you want paired together. You can run analyses for specific groups that treats the entire group as an individual person so you better know the mental makeup for that group as a whole.

Creating Groups

To create a group, go to the manage team tab on the left of the screen. Scroll down to the groups section. Find the text box labeled Create New Group.

Creating_Groups.png
Type the group name you would like to create (2020; Captain; Starter; Prospect; Freshman; etc) and click the create group button. This will place the newly created group in the groups section right about the create groups textbox.

For information about placing individuals in groups see the directions in the second section of this page: Navigating All People 

Deleting Groups

To Delete a group, go to the Manage Team tab on the left of the screen. Scroll down to the groups sections. Locate the group name that you want to delete and under the actions column, select delete group.

Deleting_Groups.png

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