Groups

Groups is the second tab on People. It lists the organizations your people belong to: companies, exhibitors, sponsors and chapters. Each group has its tags, its website and logo, and the people in it.

Why use it

A sponsor is an organization, not one person: the person you talk to changes, and several people may sign, exhibit or speak. Keeping the group with its people means you always know who to call, and see every agreement and pipeline entry with that group in one place.

Filter with relationship chips

One row of chips shows how many groups have each tag: All, Exhibitor and Sponsor. Select one or both to filter; with both selected, Match all shows only groups that are both. You can also search by name, sort by name, number of people or when added, and export what you’ve filtered as a CSV file. The address in your browser keeps the chips and the search.

Each row shows the group’s tags, a badge for each connected system it is also a record in (see Linked records), and how many people, contracts and pipeline entries it has.

Add a group

On Groups, choose Add group and give its name and, if you like, its website and tags. Sessionboard CRM tells you if the name is already here.

Open a group

Select a group to see its linked records, its people, its contracts and its pipeline entries. Change its name, website or tags here.

Add the people in a group

Open the group

On the group’s page, choose to add people.

Choose who

Pick people already in People, or add someone new with their email, name and job title.

The people stay in People, linked to the group, and can go in the pipeline and get contracts for the group. A person can be in more than one group. To take someone out of a group, unlink them: they stay in People.

Delete groups

Select the groups and choose delete. Sessionboard CRM asks you to confirm first. The people in them stay in People.