How to Create Employee Groups

SalesVu offers a valuable feature that empowers you to organize your workforce efficiently: the ability to create employee groups. By creating these groups, you gain the flexibility to schedule employees shifts based on their respective groups or filter the service appointment calendar accordingly, streamlining your search process. Follow the steps below to create employee groups effortlessly:

1. Login to SalesVu.com
2. Click on 'Employees'
3. Click on 'Arrow Down' icon at the right top
4. Click on 'Manage Groups'
5. Click on green plus icon at the middle of the screen
6. Name the group and save
7. Next to the newly created employee group click on 'Add Employees'
8. Select the employees you need and 'Save'