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:
- Tap “Maps” on the main Navigation Menu
- Select “Companies” > “Groups” to add a Company Group
- Select “People” > “Groups” to add a Person Group
- Select “Deals” > “Groups” to add a Deal Group
- Tap “+ Add Group” on the bottom right of the screen
- Enter a name for the Group
- Choose a pin color for the Group
- 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
- Tap “Save” to create the new Group
To view the Group you created:
- Tap “Maps” on the main Navigation Menu
- Select “Companies” > “Groups” to view Company Groups
- Select “People” > “Groups” to view Person Groups
- Select “Deals” > “Groups” to view Deal Groups
- Tap and drag the bottom of the screen until a list of Groups appear
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