Managing Groups

LeadIQ_Banner_Transparent.pngManage Groups

Click Manage Groups on the Teams page in the Web app here. Then click "Create new group" to name your Group. 

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How do I change groups?
Select the drop down as seen in the image below and pick a Group to see the members.

How to add or remove members from a group?
Select the member and then click "Edit Group" under the edit menu option. From this menu you can add or remove individuals from a Group.

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What is the Unassigned group?
By default, all members start in Unassigned. Anyone who you remove from a Group will be placed in Unassigned and anyone left unassigned to a Group will be here too.

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Set Governances using Groups

After you make a Group, go to the Governances settings on your Team settings page here. Now you can customize your Governance settings for Groups within your team. 

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If you have any questions about groups, you can reach out to the LeadiQ Support Team by clicking Submit a Request at the top right of this page.

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