Create groups
A group is a customizable database of contacts that can be private or shared.
You can create as many groups as you want directly from the sidebar. Users usually create groups for every type of contact they need to manage: a list of clients/prospects, partners, investors, influencers, candidates, suppliers, etc.
To create a new group, click the "+" button in the sidebar.
It will open a pop-up to add your group name and pick your group emoji.
Choose the type of contacts you want to manage in this group: people, companies or deals.
By default, we'll create 2 views within your group: a pipeline view and a table view.
Once the group is created for a certain contact type, you will still have the ability to add more views to track other type of contacts, if you need to manage both people & companies in the same group for instance.
Manage permissions
Groups can be private or shared. You can control who has access by using the 'Share' button on the top left. When you create a group, it is, by default, a private group (only visible to you).
Groups are organized in the sidebar into different sections so that you can differentiate your private groups from the shared ones:
Shared to everyone: for groups shared with all members
Shared: for groups share to selected members only
Private: for groups private to yourself
Learn more about permissions at the workspace level and at the group level.
Organize your sidebar
After creating multiple groups, it can feel like a lot of information.
You can bookmark you favorite groups so they don’t get buried into your sidebar. Just click “Add to favorites” and pin it to the top of your sidebar:
If there's a section that's feeling cluttered, just hide it. Click on any section header (Favorites, Shared to everyone, Shared, Private) to collapse/expand:
If trying to focus, hide the sidebar to avoir any distraction:
