ServiceBell: Create a User Group for Sales Reps (SDRs & AEs)
CH

Christian Haskins

Created Nov 15, 2023

ServiceBell: Create a User Group for Sales Reps (SDRs & AEs)

Create a ServiceBell user group for your sales reps (to use for live feeds and Slack alerts).

10
1

Click on the "Automations" tab on the left sidebar.

Click on the "Automations" tab on the left sidebar.
2

Click "User Groups"

Click "User Groups"
3

Create a new user group

Create a new user group
4

Name it something like: "Sales Reps" — and click create

Name it something like: "Sales Reps" — and click create
5

Select one of your sales reps

Select one of your sales reps
6

Click "Add" to include them in the group

Repeat this process for every sales rep.
After adding your sales reps — you're done.
No need to save.

Click "Add" to include them in the group
Well done!
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