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Monique Beaudouin
New Contributor
December 20, 2024
Solved

Best Group management practices?

  • December 20, 2024
  • 0 replies
  • 245 views

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?

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.

brianolis
brianolisAnswer
New Contributor
December 23, 2024

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.

SWaldman
SWaldman
Regular Contributor
January 7, 2025

​@Monique Beaudouin - ​@brianolis answer is actually great and we would typically recommend the same approach. The team is looking at options to be able to ingest this from CRM. 

 

There is a permission setting in Roles & Permissions

 

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