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Creating/Deleting Account Groups (Entity, Region, and Division)
Creating/Deleting Account Groups (Entity, Region, and Division)

Explore how to create account groups to segment your accounts by Entity, Region, and Division

David Taylor avatar
Written by David Taylor
Updated over a week ago

Creating Account Groups

  1. Navigate to the Groups page in the sidebar

  2. In the "Add Entity", "Add Region", or "Add Division" box, type the name of the respective Entity, Region, or Division

  3. Click the Plus Sign (+) to create the Account Group

Deleting Accounts Groups

  1. Navigate to the Groups page in the sidebar

  2. Under the Entity, Region, or Division columns, hover over the respective Entity, Region, or Division that you'd like to delete

  3. Click the Minus Sign (-) to delete the Account Group

Note: If the deleted Account Group doesn't disappear from the list immediately after deleting it, please try refreshing your browser.

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