AllClients

Product update

Split Workgroups into Subgroups - Advanced

There may be a time when a Workgroup needs to be split into smaller subgroups.

This also might be used to split leads among a team or split a group to make calls/visits in bite-sized groups.

This is an advanced option.

Learn more about creating subgroups here.

Split Workgroups into Subgroups - Advanced

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