Groups & Collaboration in ClientPoint: A Guide
ClientPoint offers four ways to share information, including the Collaboration Group feature. This feature allows you to connect and collaborate with others in a shared group space, ideal for meetings, scheduling, and sharing key information within an existing group.
How do I create a group with ClientPoint?
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Navigate to Groups
On the left side of your ClientPoint dashboard, click Groups to view or create a new group. -
Create a Group
- Click Create Group, give your group a name, and add a message to introduce the group’s purpose.
- Click Next and select members from Your Relationships or invite someone already in your network. To ensure your connections appear in the list, make sure to connect with them one-on-one beforehand.
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Finalize the Group
After selecting the members, click Create to complete the setup.
How to Share Information Within a Group
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Locate the Share Option
From the home screen, find the Share button in the center. -
Select Collaboration Group
- When you click Share, a dropdown menu will appear. Select Collaboration Group.
- You’ll see a list of groups you’ve created or are a part of. Choose the group with which you’d like to share the content and post directly to it.
Tips for Using Collaboration Groups in ClientPoint
- Build Connections First: Ensure you’ve connected one-on-one with individuals you plan to add to a group. Only those in your My Relationships list can be added to a Collaboration Group.
- Real-Time Collaboration: Use groups for live sharing, scheduling meetings, and real-time updates with team members.
With ClientPoint’s Collaboration Group feature, you can streamline communication, keep team members in sync, and facilitate effective collaboration across your projects.
Have questions? Please contact support@clientpoint.net.