View Groups

Groups are easiest to view 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 select Groups to view on your map:

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. Scroll up on the screen until a list of Groups appears
4. Select the checkbox next to the Group name you want to view 
5. The map will dynamically load with only pins in that Group 

To edit a Group:

1. Tap “Maps” on the main Navigation Menu
2. Select “Companies” > “Groups” to add a Company Group
   • Select “People” > “Groups” to edit a Person Group
   • Select “Deals” > “Groups” to edit a Deal Group 
3. Scroll up on the screen until a list of Groups appears 
4. Select the Pencil icon to the right of the Group name to edit the Group

To delete a Group:

1. Tap “Maps” on the main Navigation Menu
2. Select “Companies” > “Groups” to delete a Company Group
   • Select “People” > “Groups” to delete a Person Group
   • Select “Deals” > “Groups” to delete a Deal Group  
3. Scroll up on the screen until a list of Groups appears 
4. Select the Trash icon to the right of the Group name to delete the Group
5. Select "Yes" when asked "Are you sure?" to confirm the deletion