Hi fellow Lofters! Looking for some insight from fellow Salesloft admins re: Group management. How are you successfully keeping Groups accurately and up to date without adding a ton of manual work to your plate?
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Best Group management practices?
Best answer by brianolis
Monique -
We enable each group manager via permissions to manage their own participants. This moves management to the edge. We also monitor and enforce group cadence, template and snippet filters to keep things clean for each group - once you get over 20 groups or so the content can be hard to find for the teams if you don’t limit visibilities.
+1Monique -
We enable each group manager via permissions to manage their own participants. This moves management to the edge. We also monitor and enforce group cadence, template and snippet filters to keep things clean for each group - once you get over 20 groups or so the content can be hard to find for the teams if you don’t limit visibilities.
+1
There is a permission setting in Roles & Permissions
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