In Map My Customers, Groups are the tool to share records with members of your team and to segment customers.
Records can be put into groups to give sales people access to see and edit customer information. By default, users can only see what information they have added, but when a group is shared, any recipients will gain access to records in that group.
Groups can also be used to create segments of customers. You could create groups for all Companies of a certain tier, people in a specific region or deals closing this quarter. This allows for easy filtering and reporting.
To Access Groups:
- Select "Plan" from the Navigation Bar
- Mouse Over "Groups" from the dropdown menu
- Select which type of Groups you would like to see
This section explains how to:
Click Here to read about Groups on Mobile.
Click Here to watch a video tutorial on Grouping.