These groups are created in the Groups module. Once created, reps may be assigned to these groups either in the Groups module or in the Members module on the Reps tab.
1. On the Reps tab, click the desired rep’s name in the List of Representatives area. The selected row will show in yellow.
2.
3. Click the desired group name in the Choose Groups list.
4. Click the top double-headed arrow to move the desired group to the Selected Groups list.Figure 2-9 Selecting a Group
5. Click Continue.
1. On the Reps tab, click the desired rep’s name in the List of Representatives area. The selected row will show in yellow.
2. Click to select the check box in front of the Group Name that you wish to remove.
3. Click Remove Rep from Selected Groups.
4. Click OK.Reps that are disabled will not receive communication when this group is selected to receive an email. Using the Disabled selection is a good way to remember groups that a rep has participated in but not included them in mailings at this time.
1. On the Reps tab, click the desired rep’s name in the List of Representatives area. The selected row will show in yellow.
2. Click the name of the group that you wish to disable for this rep.
3. Click to select the Disable in this group checkbox.
4. Click Close.Note: Disabled reps will not display by default when viewing the Group roster in the Groups module. Click Show Disabled Group Members.