From ClickSold Help Wiki
When you add associates, they are sorted on the Associates page in groups. There are 3 default groups:
- Associates <- note: this is the default group in which new associates will be placed.
- Support Staff
You can rename the existing groups, or add additional ones like so:
- Make sure you've logged into your website and from within the ClickSold menu select -> My Office
- Click on the
- Select either "Add New" or an Existing Group, and make your changes:
- Adjust the title
- Set which one you'd like to be default (if need be)
- Click when completed.