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Client Groups

Organizing you clients

Chris Wilson avatar
Written by Chris Wilson
Updated over 5 months ago

If you're using Page to monitor for Clients with Client Groups, you can now easily group clients you want to organize together, simplifying your workflow. No need to select individual clients anymore – simply create groups and follow them with ease. We think this will be helpful for grouping by industry or teams. πŸ™Œ

To set up Client Groups:

1. Go to the Settings page (click the gear icon).

2. Select Client Groups.

3. From there, you can add, edit, or delete groups as needed.

Keep in mind, groups are global, meaning any changes will impact all users on your team.

Once you setup Client Groups you'll see them on your Home Page and Analysis page. Just above your Clients list.

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