The 'General' tab enables you to add general settings for the group. Group name and Industry are mandatory fields for the group.  

Click the 'Account name\*' field if you want to change the Group name (Mandatory).

Click the 'Industry\*' field to change the industry (Mandatory).

Click the 'Default Scorecard' field if you want to update scorecard as the default for the group.

Click the 'Default Login Page' field to change the default login page.

Click the 'Select the date range' field to change the date range for the default page.

Default Scorecard
The scorecard selected here will be the default for scoring calls made under this group.
Default Login page
This setting will apply to all users in the account as default.
Share DNI code with subgroups
Enabling this will apply the saved DNI configuration to all sub-groups.

Click here if you want to enable sharing DNI Code with subgroups.

Convirza

This guide provides step-by-step instructions on how to configure general settings for a group. It covers essential fields such as group name and industry, as well as options to update the default scorecard, login page, and date range. It also includes a tip on enabling sharing DNI Code with subgroups. Following this guide will ensure that all necessary settings for the group are properly configured.

General Settings Configuration