Note
This feature is permission-based. Please reach out to your Implementation Manager or Customer Success Manager for more information.
Organization-wide groups allows for your users to have access to all identical contact groups making all contacts consistent.
- Making this update is not immediate and is scheduled to deploy overnight.
- On the left navigation, click Leads & Contacts > Groups.
- Click Create.
- Input a name and a description for the group.
- Check the box that says Make this group available to all organization users.
- Note: Do not add any criteria under the Smart Group Filters heading.
- Click Submit.
