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Groups

A mentorship is what you sell; a group is how you organize the people who bought it.

  • Board: the Groups screen. It shows your whole process, from arrival to completion.
  • Column: a stage of the process, like "Onboarding" or "In progress".
  • Card: each group is a card. You drag the card from one column to the next as it moves forward.

A group can be a class of students or a company with its employees. It brings together clients and products. In the menu, it's under Teams & Groups › Groups.

What you can do here:

  • Create groups and pick the products and clients for each one.
  • Set up the stages of your process, with a color and a deadline on each column.
  • Say who on your team looks after each group and who can see it.
  • Have a board for each process or for each person on your team.
  • Link calendar meetings to the group, so they count as contact in Indicators.
0:37Grupos: organize alunos ou empresasTurmas de alunos ou empresas e seus funcionários, num quadro só0:49Grupos · Parte 2: monte o seu processoColunas, cores e prazos para cada fase0:40Grupos · Parte 3: organize o timeQuem cuida de cada grupo e quem pode ver cada coisa1:00Grupos · Parte 4: vários quadrosUm quadro para cada processo ou cada pessoa do time0:43Grupos · Parte 5: reuniões contam como contatoLigue as reuniões da agenda ao grupo e acompanhe nos Indicadores