Groups:

When you click on the People Groups button in the NavBar, you will be taken to the Groups Module and you will see the Group Table displayed.

*****NOTE***** You must first enter all people in either the People Module, or in the Company Module under the People tab.

• The Group Module is for specifying groups of people to receive quotes, and is generally used in conjunction with the Quotes Module.
• You may populate groups for regional quoting purposes here.