Create Groups

Groups are easiest to create from the Maps section of the app. Companies, People, and Deals Maps have a button for Groups at the top of the screen that provides access to all of your Groups. 

To create a Group:

1. Tap “Maps” on the main Navigation Menu
2. Select “Companies” > “Groups” to add a Company Group
   • Select “People” > “Groups” to add a Person Group
   • Select “Deals” > “Groups” to add a Deal Group
3. Tap “+ Add Group” on the bottom right of the screen
4. Enter a name for the Group
5. Choose a pin color for the Group
6. Swipe a toggle to assign a Cadence (optional)
   • If this option is selected, you must select the number of days of the Cadence for the Group
7. Tap “Save” to create the new Group 

To view the Group you created:

1. Tap “Maps” on the main Navigation Menu
2. Select “Companies” > “Groups” to view Company Groups
   • Select “People” > “Groups” to view Person Groups
   • Select “Deals” > “Groups” to view Deal Groups
3. Tap and drag the bottom of the screen until a list of Groups appear