Assigning Reps to a Group

Learn how to assign Reps to a group.

You can assign reps to the following groups:

• Rights groups (using the Rights Group field in the Rep info area), see Defining Reps.
• Organizational groups (using the Org. Group field in the Rep info area), see Defining Reps.
• One or more (temporary) project groups (using the Group Allocation info area).

To assign a rep to a project group:

1. Switch to the desire record in the Rep info area.
2. Select Group Allocation from the context menu.

   The Group Allocation info area is displayed.

3. Click (New).
4. Select the Group you wish to assign the rep to.
5. Enter the time period the rep should be assigned to this group for in the From and To fields.
6. Save the record.

   In the rep list, reps are available from both their organizational groups and all groups they are currently assigned to in the Group Allocation info area. Reps can view their own appointments and those of their group members in the calendar by enabling the Group option in the Appointment Settings, see Managing Appointments in the Aurea CRM win User Manual.

Groups can also be allocated to groups in the Group Allocation area (e.g. allocate "Call Center Agents" and "Service Technicians" to the "Support" group). The "Rep's extended group" variable condition is applied to the group entered in the Org. Group field in the Rep info area, and to all that group's immediate sub-groups, see Defining Variable Conditions in the Aurea CRM win User Guide and Defining Reps.