You can set up teams and groups on the two highest Sell plans.
A team is a set of users that report to another user (for example, a sales manager, team lead, or project manager). Choose a team name that is easily identifiable (this can be especially useful when viewing your sales reports).
A group is a collection of users that you can specify from across the organization. Using groups is a great way to segment and filter your reports, where users sit in different parts of the hierarchy.
When you open an account, the account owner is placed at the top of the hierarchy tree. The account owner is the "topmost manager". By default, all users report to the topmost manager until you set up your organizational structure.
When you've created all your teams and groups, you have created a user hierarchy.
To understand how to build your organization hierarchy, see Creating a team structure in Sell.
3 Comments
Hi there! How do you delete a group in Sell? I created a group to test something, but I no longer need it, and don't want it to be visible as an option anymore. Thanks!
Sell groups cannot be deleted from the user hierarchy, but admins can effectively remove a group from active duty by changing the group designation for each user presently associated with that group.
Within the "edit user" popup that appears by clicking on a user under User Management, an admin can reset a group definition or remove group affiliation entirely at the user level:
Presently there isn't otherwise a method to formally delete a group once it has been used in the hierarchy, but this method will help disassociate the group from their active user base.
Thanks,
That's insane that groups cannot be edited or deleted.
One typo and you can confuse all your users.
Again, that's insane (and, frankly, not acceptable).
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