Manage Groups

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When you add associates, they are sorted on the Associates page in groups. There are 3 default groups:

  • Broker/Owner
  • 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:

  1. Make sure you've logged into your website and from within the ClickSold menu select -> My Office

  2. Click on the Groups.jpg

  3. 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)

  4. Click Savegroup.jpg when completed.