Customers - Manage Groups - Add Customer to a Group

Customers - Manage Groups - Add Customer to a Group

Article Contents:

​
This portion summarizes how to Manage Groups and Add Customers to a Group.

Step-By-Step:

Step 1:  Click on the CUSTOMERS Tab (1) from the header of the window. Click on CRM (2) from the left row of the window, then select Manage Groups (3) where you can see a list of existing created groups. 



Step 2: If you want to Add or Remove customers from those groups select the group to highlight it (1). Once highlighted click the group's action button (2), then click on the Manage Group from the pop-up window (3). 


The system will generate a new MANAGE GROUP window.



Step 3: Click on Add customer (1) to add new customers to the group. Select the customer(s) (2), then click on the Next button (3). The customer will be added to the group.


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