Groups

GROUP-SPECIFIC FEATURES

Contacts Contacts can belong to one, multiple or all groups in your account. By default, when you go to the Contacts page it will only show you the contacts of the group you are in	Accounting
CRM Activities CRM activities can be viewed by the Main Account Owner on a group level or across all groups	Opportunities Opportunities can be viewed within a specific group or all groups you have access to
Companies CRM activities can be viewed by the Main Account Owner on a group level or across all groups	Advancement
Chat	Collaborate
Contact Data Tools	Coupon
Workflow Manager Workflows can be viewed to the specific group it is available to or across all groups	Drip Campaigns
Lead Scoring Automation Rules Lead scoring automation rules can be set towards a specific group or any group in the account	Social Media
Brand Monitor	Calendar
Events	Forums
Learning	Projects Please know that any updates made on projects will go to all contacts in the group. Best practice is if you are using the Projects feature is to only have the contacts managing the projects in the group
Ticketing Please know that any updates made on tickets will go to all contacts in the group. Best practice is if you are using the Ticketing feature is to only have the contacts managing the tickets in the group	Wiki
Website Builder/Tracking Each group in your account can have its own website built in it (each with different domains)	SMS
User-Defined Fields When creating fields, you can choose to have them available to a specific group or all groups	Media Library When saving files in the Media Library, you can choose to save them to a specific group or all groups

ACCOUNT-WIDE FEATURES
Email EasyBuilder The EasyBuilder email template files you access within the Email EasyBuilder are available across all groups in the account	Email Builder The email template files you access within the Email Builder are the ones saved to the specific group you are in or files saved across all groups in the account
Surveys	Automation Manager
Lead Scoring Point Values	Prediction
Signup Forms	Journeys
Link Library	Track Email Reports You will be able to view tracking data for all groups in the account you have access to
CRM Activity Types	Landing Page EasyBuilder The EasyBuilder landing page template files you access within the Landing Page EasyBuilder are available across all groups in the account