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