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Note that if you do not add an account to a Group, it a new account in PropReports will automatically be added under the "Ungrouped Accounts" group. Once you've added the account to a created Group, it will be removed from this default "Ungrouped Accounts" group. This "Ungrouped Accounts" group should allow you to easily find any new accounts that may have been recently added to your instance and has not yet been addressed with fee plans and grouping. |
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How to Create a Group
Step 1: Navigate to the Groups page.
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