To create User Groups that can be used to assign the responsibility of an activity log to a random user within a list using a round robin method, follow these steps:
Step 1 Log into CRM
Step 2 On the landing page, click on Administration from the main menu
Step 3 Hover the mouse over Setup, and click on User Groups
Step 4 To create a new User Group, click the Add New button
4.1 Type the name of the group into the Name box
4.2 Use the filters to isolate the list of users to those within a specific bank, region or branch
4.3 To add a user to the group, click on a user in the Available User list
4.4 Click the single right arrow to select the highlighted user
4.5 Use the double right arrow to select ALL users
4.6 To remove a user from the selection, click on the user within the Selected User box
4.7 Click the single left arrow to remove the highlighted user
4.8 Use the double left arrow to remove ALL users
4.9 Click Save to create the user Group
Article Reference: CLTX701