Customers : Create & Manage Groups

This article gives step-by-step instructions on how to create and manage Groups.

Step 1: Select the CUSTOMERS module from the module navigation menu.

Step 2: Click CRM from the left row of the window.

Step 3: To create a new group click on the Create Group button.

Step 4: The system will generate a new Create Group pop-up window. Give a group name and enter the group description in the provided text boxes, then click on the Create button to create a Group.

Step 5: To add or remove customers from groups then click on the Manage Group button of that group within the ACTION menu. The system will generate a new MANAGE GROUP window.

Step 6: Click on the Add Customer button to add new customers to a group. Select the customer then click on the Next button. The customer will be added to the group.

Step 7: Click on the Action button and click delete to delete the group.