How to create a Group in Relaso CRM

Below are the steps to follow to create a new group in Relaso:

  1. Login to your Relaso account. (See how to?).
  2. Go to "Group Dashboard" by clicking on "Group Manager" from the dropdown selection at top right corner of navigation corner.

  3. Click on "New Group" button at the top of the page.



  4. Fill the Fields of Name (name of your group) and Users (atleast one user of your account) which are mandatory.
  5. Click on Save & Save & New

Note: You can't add a superadmin to a group

How to view a Group details

Below are the steps to follow view details of a new group in Relaso:

  1. Login to your Relaso account. (See how to?).
  2. Go to "Group Dashboard" by clicking on "Group Manager" from the dropdown selection at top right corner of navigation corner.



  3. From the right side bar you can view the groups name and click on that to view the more details.

You can type the name of the group in the global search bar on the right hand side top and the relevant group( if present any) will be visible to you. Click on that to view more details of the group.