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LeadManager: Manage Groups: Creating A Hierarchy Of Groups    

 

TOPICS COVERED IN THIS ARTICLE:

  • How to Create a Hierarchy of Groups

 

 

 

ENVIRONMENT:

  • LeadManager – Advanced Edition only

 

 

  

STEP BY STEP INSTRUCTIONS:

 

 

Main Group: 

  • Your LeadManager comes with a "Main" group that simplifies the process of configuring settings for your users. For instance, you can set up rules to control the distribution of leads for all users within any group. Even if you do not have multiple teams of employees, we recommend that you add your users to a group.

 

 

If you would like to create a number of groups with a hierarchical structure:

  • Plan your structure on paper.
  • Note that a manager of a group has control over both their group as well as the sub-groups beneath them in the hierarchy.

 

 

First, access the Menu page by clicking on your name in the upper right of the header. 

 

 

Under Administration, click on Users & Groups

 

 

Click the Add New Group button

 

create_hierarchy1.JPG

 

 

Enter a title for the group (e.g. "Team A"), choose a Parent Group (the parent group for Chicago Team A would be East Coast), and then click Submit.

 

 create_hierarchy2.JPG

 

 

Next, click the Users link to the right of a group,

  create_hierarchy3.JPG

 

Select the desired users from the Available Users pane, and then click Assign »

 

Select the manager's name in the "Users in group […]" pane on the right and click Set as Manager.

 

create_hierarchy4.JPG 

 

Click Return to Manage Groups, and then repeat for each remaining group in your company.

 

 

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