The most common question we get at the help desk: How do I create a group? How do I remove accounts from a group? Add them? These questions answered in this quick tip video.
Learn by doing! Follow along at: mysaleschain.com
In This Video:
Create a Simple Group: 00:30
Create an Advanced Group: 02:18
Add an Account to a Group: 02:55
Remove an Account from a Group: 03:53
Edit Groups at the Account Level: 04:20