The chat is located in the bottom left-side of the CRM. Click on the chat bar to expand the window.
Click on this icon, and select New Group.
Create a name and select the type of security for the group. There are three (3) choice to choose from.
Public: Viewable to everyone.
Pasword-Protected: Members can only enter with a password set by the group creator.
Invitation Only: Members can only join the group with an invitation.
Add / Delete group members
You can add or delete members from a group by selecting the group chat and expanding the arrow beside the group name.
Select Add Members from the drop-down list, and a list of agents will show. Select the agents and click Add Members.