User Groups are groups of users that can be defined for use with customized routing rules. Since User Groups and advanced routing are enterprise features, you may not see these options in your navigation. Please contact your Qualified Account Executive or your Qualified Success Architect to turn this feature on in your account.
Getting Started
Navigate to Settings > Organization > Groups, click the (+) icon to create your new group, and then add users from your account.
Looking for a few examples?
Territory User Groups
Company Segmentation User Groups
Product Specialty User Groups
Choosing a User Group During Routing
Now that you have your User Groups defined, how do you bring those into your custom routing rules? When you are creating or editing a routing rule, you'll now see the ability to add groups of users in the routing rules, as opposed to just individual reps. You can see below how User Groups now appear in the routing rule selection.
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