In Krayin, open source CRM, you can create different types of groups as per your requirement to manage a set of common records. Groups can be used for setting up team support, team selling, event management by a group of marketing users, etc.
Here I will explain, How to create Group in Krayin. Following are operations you can perform for creating Groups in Krayin CRM:
Create Groups
You can create different types of groups, steps are given below:
- Go to Dashboard ->Setting -> Groups -> Create Group
- In the Group field, click Create Group
For Group creation, specify the Name & Description of the group and click on “Save as Group”.
After creating groups, you can use a “Filter” to find out the specific group by using “Id and Name”.
Actions in Group:
There are two types of actions you can perform in the Group section:
- Edit
- Delete
Edit Groups
After Group creation, if you want to edit or update the group name and description, then go to the “Edit” option and “Save as Group”.
Delete Groups
If you want to delete an unnecessary group from your Krayin CRM, use the Delete function, as shown in the below screenshot.
I hope you understand how to create a group in Krayin.
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