Acquire

Create group and transfer data

Create Group

1. From the Backend, you can click on the People Tab from the backend dashboard:

2. Once you click on this Tab, you will be redirected to the next screen which has the option creating a new group

The highlighted portion in red is use to create a new Group or a category where you want to store the specific leads. 

3. Create a new leads group, click on the above Create Group button highlighted in red box and fill up the basic details, as name of the group and status.

Transfer Data/Users

With transfer data you can transfer the users to a desired group you have created before.

1. Just click on the People tab from the dashboard

2. Now select the users you want to transfer to your group and click settings>add to group as shown in sequence in the below image.

 

3. You will then get a window to select the group

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