You may have a marketing group, different sales groups, a group for the team leads and managers and many such closed groups. Communicating within these closed circles to easily collaborate and share information is a common problem in an organization. You have got a solution to that by creating groups under Feeds. Any discussion going on within a group, files shared within a group, status messages, etc., can be accessed by the users of the group. You can also mention your group in messages or send private messages to the group.
Note
- You can create groups only if you have the Manage Groups permission in profile.
To create a group from the Feeds tab
- In the Feeds tab, click the Create Group icon.
- In the New Group page, do the following:
- Specify the Group Name and Description for the group.
- In the Group Source section, select the group members. You can select users, roles, roles & subordinates, and different groups as members of the new group.
- Click Save.
On clicking on a group, you can view the group's feeds and also the members associated to the group.
Related Articles
Managing Groups
Group Members You can manage groups with the following combinations: Users: Only users. Roles: All users associated with the Roles can become members of the groups. Roles & Subordinates: All users associated with the roles and subordinate roles can ...
Security Management-Managing Groups
Create groups to manage a common set of records with a group of members.,In CRM, you can create different types of groups (set of users) to manage a set of common records. Groups can be used for setting up team selling, team support, event management ...
Create Solutions
In CRM, you can create solutions by: Entering data in the solution details form: You can manually fill in the Solution details gathered from various external sources. Importing solutions from external source: You can gather data through various ...
Create Records
You can create records in the Leads, Accounts, Contacts, Potentials, Tasks, Events, Calls, Cases, Products, Vendors, Quotes modules. To create records Go to the module. Tap Add icon. Specify the details and tap Save. Delete Records Occasionally, you ...
Create Leads
In CRM, you can create leads by: Entering data in the lead details form: You can manually fill in the Lead details gathered from various external sources, e.g. trade shows, exhibitions, colleagues, business cards, etc. Importing leads from external ...