Groups

Groups can be used in different ways. A common use for groups is to sort and organize leads so that only people within that group can see said leads. For example, you might want to organize leads from specific countries into separate groups, so that users from Germany won’t be able to see leads from Belgium, and vice versa.

Another way to use groups is to sort email profiles. Sorting email profiles into separate groups allows you to only show these email profiles to the users that need those email profiles.

You can also use groups to create task teams. Within a task, you can assign it to a specific task team (a group), so that everyone who is part of this group will be able to see their unfinished tasks. 

To see your groups, click on “Groups” under the cog icon in the top right corner. 

You can add or change the name of the group freely. 

The group category shows the type of group: “Divisions” for sorting leads, “Mailing group” for sorting email profiles, and “Task Team” for sorting tasks. 

Groups can have a parent group, which is a group that is able to see information from its children groups. For example, a parent group might be “Europe”, which has the children groups “Germany”, “Belgium”, and so on. Anyone in the “Europe” group can see information from all these other groups. 

You can add a responsible user to the group, but it is not required. This is the first responsible user when a group is attached to a lead.

When a lead gets into MLM and it has a “reference” field, this field shows where the lead came from. Any lead with a reference will be automatically attached to a group with the same reference match using regular expressions.

For example, a lead with a reference field “https://www.cats.com/” will be attached to a group containing a reference match “cats”.

A group’s short name is for advanced usage and not required. 

Under “Group members” you can see who is part of this group. Here you can also add and delete users.