Groups are a convenient way to move teams of users from one outbound/progressive campaign to another. Think of a group as a folder for users. To avoid conflicts across campaigns, each agent can only be associated with one group.
Creating Groups
Search for the Group icon on the options menu. Click Plus (+) and fill out the required information under each tab. Click Save when done.
Information Tab
| Field Name | Description |
| Name | The name of the group. NOTE: Clicking on the globe icon will allow the name to be entered in different languages. |
| Description | The description of the group. NOTE: Clicking on the globe icon will allow the description to be entered in different languages. |
Users Tab
The Users Tab consists of the list of users associated with this group.
Campaigns Tab
The Campaigns Tab consists of the list of campaigns the group can log in to.