How to Add a User to a Pass Group

Passgroups within WeOpportunity serve as an inbox where people can pass or assign leads to in order for them to be distributed.  Users can be added to these "passgroups" to help delegate where each lead gets assigned to. In order to accomplish this, follow the below steps!


1) Go to "Settings" > "User Settings"



2) Select a User



3) Go to "Pass Groups" tab >  click "Edit" > select the group(s) the user needs to be a member of > click "Save" to apply changes



Click here for instructions on how to create a Pass Group.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request



Please sign in to leave a comment.