Setting account group
To access this setting, your login account must be assigned to one of the following roles:
- Super Administrator
Step 1: Access My Tasks by one of the following options:
- Option 1: Tap on the icon at the Menu bar
- Option 2: At the Home page, swipe to the left
Step 2: Tap on the icon at the top left corner > Sales
Step 3: At the Sales Settings > Account Group
Step 4: Depending on the the account group that fits your company's operations, you can customize it in the following ways:
Tap on the icon to edit the title of the account group name > Save to finish.
Tap on the icon to delete the account group.
Tap on the icon + in the right corner of the screen to add the account group.