WEBVTT

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Create a knowledge-base group in Pixie CRM From
Tools open Knowledge

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Base choose Groups and click New Group Groups
organise related articles

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so that guidance is easier to maintain and find

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Enter Team guidance marked as Training Set a
colour and add a short

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description of the guidance this group will
contain Use a clear

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name that helps people distinguish this topic
from other article

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groups

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Review the display order and Disabled option
Leave Disabled off

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for this prepared group then choose Save
Disabling a group hides

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its articles so check that option carefully when
managing real guidance

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Creating this empty group does not publish an
article

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Use the group's Edit icon to verify the saved
details The name colour

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description and order are retained and Disabled
remains off Continue

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with the article tutorial to create guidance with
the intended audience

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and visibility