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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.