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.