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Update Group List in Agent Module
  • Proceed to the Agent Module.
  • Click the "Create Agent" blue button near the top right.
  • In the intake form, click on "Edit Page Layout" button near the top left.
  • Scroll down to the field labeled "Group". Click on the 3 dots to the right of it and click on "Edit Properties".
  • To add a new Group, hover over any existing Group in the list, and click the "+". Add in the new Group Name in the new Blank field. Once added, click the "Save" button to close the Pick List Properties window. Then click the "Save" button near the top right to save your changes.