You can assign data in your CRM account to groups in various ways. Note that each person, company, and deal can be assigned to only one group. However, CRM users can have access to as many groups as you like. So if you decide to move all your deals into a group with the same name, users who aren’t also assigned to that group will lose sight of those deals.
Content that does not belong to any of the groups you have created is automatically placed in the “Base” group and is visible to all users.
Adding individual pages to a group
You can assign individual pages to a group by selecting the group under “Authorized group” when creating the page, or, if the page already exists, by going into edit mode.
Add multiple items to a group
If you want to move multiple items into a group at once, you can do so on the overview pages for your contacts, companies, or deals. To do this, filter the data as needed and check the boxes next to the desired entries. Then click Actions and select Assign group.
Visibility of events on the Status page
Please note: With the introduction of the group system, the visibility of events for CRM co-users in the status has also changed. To continue seeing CRM co-users as a selection option alongside groups under “Filter activity,” you must have at least co-owner permissions.