assign leads to a group of people

[riprod]

How do I create groups of users.

I want to be able to assign a lead to a group of people and whoever acts on it then updates it.
Is this possible ? how or where do I great a group.

Currently it only seams to be able to assign a lead to a person.

Would it be better to just have one user account on SurgarCRM, that everyone uses ?

[clint]

You can mark a user record as a Group User in the Create User screen.

[lelandv]

I have created the group user, but the problem is that incoming mail (to support@domain) creates a case as expected, but the "least-busy" or "round-robin" algorithms for assigning these to individuals applies to ALL sugar users on the system, not memebers of a specific group (such as "Support Group"). Still want everyone to be able to access/view/update for reporting, auditing and training purposes, but only the support agents themselves to actually be assigned the case ticket. Any way to associate specific users with a group like this?

Thanks,

Leland

[jyim]

I have created the group user, but the problem is that incoming mail (to support@domain) creates a case as expected, but the "least-busy" or "round-robin" algorithms for assigning these to individuals applies to ALL sugar users on the system, not memebers of a specific group (such as "Support Group"). Still want everyone to be able to access/view/update for reporting, auditing and training purposes, but only the support agents themselves to actually be assigned the case ticket. Any way to associate specific users with a group like this?

Thanks,

Leland

I'm not able to reproduce this issue in the latest version of Sugar 5.1. Can you tell me exactly which edition and version you are running?

What is the team that is assigned to the Group Folder that you are using? The Round--Robin and Least Busy distribution methods should be acting on the team selected for the Group Folder that is associated with the Group Mail Account.

[joduee]

Good chance to create lead woth group. I'm trying to get lead on my site for a company. I'm getting lead also.