View Groups

You can view your Groups in both List or Map View. From Group List View, you can easily edit or delete your Groups. Map View lets your visualize your Groups by geographic location. 

 To view Groups:

1. Click on “Plan” > “Groups” in the Navigation Menu
2. Select “Company Groups,” “People Groups” or “Deal Groups” via the Navigation Menu depending on the type of Group you want to view
3. Check the box of the Group you want to view. A banner will appear at the bottom of the page with a link to “View in Map.”
   
   
4. Click “View in Map” at the bottom of the page to see the pins displayed on a Map
5. Click on the “List View” tab at the top of the page to view all of your Groups for that Record type in an organized list

To edit Groups:

1. Click on “Plan” > “Groups” in the Navigation Menu
2. Select “Company Groups,” “People Groups” or “Deal Groups” via the Navigation Menu depending on the type of Group you want to view
3. In Group List View, links to Set Color and Edit Name are available in the Actions column. Select either of these options to edit your Group
   

To delete Groups:

1. Click on “Plan” > “Groups” in the Navigation Menu
2. Select “Company Groups,” “People Groups” or “Deal Groups” via the Navigation Menu depending on the type of Group you want to view
3. In Group List View, a link to Delete is available in the Actions column. Select this option to delete your Group