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. 


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.


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.


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. 



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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