Adding Client Groups
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Customizing Client Groups
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Include in RightIntel Dashboard
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Including or excluding client groups from the RightIntel Dashboard is not an immediate change. This change will take effect when the RightIntel Dashboard next updates. This update occurs once per business day.
Default for New Clients
Only one group can be chosen as the Default for New Clients. By default, this will be the Existing Clients group. Any clients that are created manually in RightCapital or imported via a CRM or other integration will automatically be sorted into this group.
Default for New Leads
Only one group can be chosen as the Default for New Leads. By default, this will be the Prospect Clients group. Any prospects that sign up using your RightCapital Leads URL will automatically be sorted into this group.
Default Templates
For the two client groups that are selected as the 'Default for New Clients' and 'Default for New Leads', you are able to adjust the default templates for each group by clicking the 'Edit' button to the far right. This will open a drawer on the right of your screen, allowing you to make your selections for:
Default Planning Access
Default Snapshot Template
Default Vault Template
Default Categories Template
Default Onboarding Template
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Rename or Delete Groups
Existing client groups can be renamed at any time by hovering your mouse over the group name, and clicking the pencil and paper icon that appears to the right:
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You can delete client groups as well by clicking the 'x' icon that appears to the right when renaming a group:
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