|CRM groups show where the prospect has been sourced.|
In the example below, the user had created four different CRM groups.
The ‚Number‘ column can be used to add an extra field to define or sort by. This can be a word or a number.
This is done by clicking on the ‚Add record‘ button in the toolbar/ribbon, writing the group name and ’number‘ and clicking on the ‚Save‘ button.
CRM groups are used under: