Creating, Editing, and Assigning Groups

Learn how to create, edit, and assign groups in Gravity Pipeline to organize your leads and team members efficiently.

Groups allow you to categorize entries (e.g., by Sales Team, Region, or Product Line) and control which team members see which cards.

### Creating a Global Group
1. Navigate to **Gravity Forms > Settings > Gravity Pipeline**.
2. Go to the **Groups** tab.
3. Type the name of your new group in the input field and click **Add Group**.
4. Existing groups can be renamed or deleted from the list below the input.

### Enabling Groups on a Pipeline
1. Go to **Gravity Forms > Forms** and select the form connected to your pipeline.
2. Navigate to **Settings > Gravity Pipeline**.
3. Select your **Feed** and ensure the **Enable Groups** checkbox is checked.
4. The system will automatically add a `gp_group` field to your form.

### Assigning Groups on the Board
1. Open your **Pipeline Board**.
2. Click on any card to open the **Detail Slide-out**.
3. Locate the **Group** dropdown and select the desired group.
4. Alternatively, you can assign users to specific groups in the **Profile Slideout > Team** tab.

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