Manage User Groups

User groups can be created using this screen. Any SalesWorx user account can be a part of a user group. If a set of users are added to a group, you will be able to send a message to a group using Communication module instead of manually selecting one or more users.

To create a new user group, select an organization, select SalesWorx users who belong to the group, and provide a group name. Click on Save button to save the user group.

You can edit or delete a user group which was already created, by clicking on edit or delete buttons.