Groups

On the Groups menu, you can easily edit existing groups or create new ones. This group menu functions to divide users into groups to make it easier for you to set permissions for who can view data on QCRM.

Create A New Group

You can follow these steps to create a new group:

1. Select Groups menu and then click Create Group button,

2. Fill in the group name and select which users will be added to the group,

3. Click Create Group button.

Edit and Delete Existing Group

Follow these steps to edit an existing group:

1. Hover the cursor over the group you want to edit. You will see an Edit button,

2. Change the desired information then click the Update Group button,

3. Meanwhile, to delete an existing group, hover the cursor over the group you want to delete and then click delete.

You can see the function of groups feature when creating or editing information from Leads, Contacts, Accounts, Opportunities, Tasks, and also Campaigns. For example when creating a new Contact, you will see 3 options:

• Keep it private, don't share it with others
• Share it with everyone
• Share it with the following people

If you select Share it with the following people, you can share the contact data with certain users or with all group members who have previously been added.