To add a new Group click the Add Button from the top-right of the Groups page, or select the Blue Add New button found the top left from the CRM section.
You will be provided with the following fields:
Group Name - This is the Group's name, for your own reference - leads will never see this name.
Label Color - This is a color code used to aid in quickly viewing which leads are in a particular group.
Description - This describes what the group is about, and the type of leads that are in it. Leads will never see this description.
Shared Group - This option sets the group to be available to all agents with lead access. You do not need to share groups.
- Something to keep in mind with Shared Groups; is Campaign functionality. If the Super Admin creates a group that is shared, and has that group attached to an active campaign, then when an agent assigns a lead to that group it will be included in that email campaign (only if that lead is opted-in to receive campaign emails).
