SALESFORCE CRM Group Create

 

- Info:

- This tutorial shows how to create a new group of users.

- In this group we will put all users with role EMEA Sales Director or US Sales Director.

 

- Open groups section:

- ivoronline

- Setup

- Manage Users

- Public Groups

 

- Initiate creation of new user:

- New

 

- Add Users to Group:

- Group Name: Sales Directors.

- Search: Roles

- Available Members: EMEA Sales Director

US Sales Director

- Add

 

- Save changes:

- Save