Organize information (fields) into groups and sub-groups to make it easier for context. For example, before going on a call with a prospect, organize all the information about the contact from the pre-sales team under a group called 'Deal information’.
To add a group,
Go to Admin Settings > Contacts/Accounts/Deals Module.
Click Add group on the right.
In the Add group overlay enter or choose a Group name.
Main group: To create a main group(similar to Basic or Additional information), leave the Nest this group under checkbox empty.
Sub-group: To create a sub-group, choose the group under which it needs to be nested.
Note: 1. A maximum of 5 main groups can be created, but you can create as many sub-groups as required. 2. If you create a main group, the new group appears below the 'Basic information' group. 3. If it’s a sub-group, it gets listed inside the corresponding main group under which it's nested. 4. You can Reorder and Rename groups (default groups as well)