Office contact groups enable sending Follow Up Items and/or Office Communications to specific groups of office staff, such as those responsible for the front desk.
To add Office Contact Groups, follow the steps below:
- Go to Setup.
- Click Office Contact Groups.
- Click Add.
- Enter a name for the group, for example, "Front Desk."
- Set if this group is enabled for Follow Up Items and Office Communications.
- Set notification settings, always notify, or use user preferences.
- Select which Users are assigned to this group.
- Scroll down and click Save.