Creating, Editing & Assigning Groups

Groups in Gravity Pipeline Pro let you organize your team members into logical units — departments, regions, or service teams — and filter pipeline views by group. This is especially useful for larger teams where each group manages their own slice of the pipeline.

Creating a Group

1. Go to Forms > Gravity Pipeline > Team Settings (or the Groups section in pipeline settings).
2. Click Add New Group.
3. Enter a group name (e.g., “Sales Team West” or “Commercial Lines”).
4. Click Save.

Adding Members to a Group

1. Open the group you just created.
2. Use the Add Members dropdown to search for and select WordPress users.
3. Click Save Group.

A user can belong to multiple groups.

Assigning a Pipeline Entry to a Group

1. Click any card on the board to open the detail panel.
2. Find the Group field.
3. Select the group responsible for this entry.
4. Save.

Filtering the Board by Group

On the pipeline board toolbar, use the Group filter dropdown to show only entries assigned to a specific group. This gives team leads a focused view of just their team’s workload.

Using Groups with Permissions

Combine groups with the access control settings — restrict certain users to only see entries assigned to their group. This creates a self-contained pipeline view for each team without requiring separate pipelines.