Customers - Create Group-Manage Groups
Article Contents:
This article gives step-by-step instructions on how to create and manage Groups.
Step-By-Step:
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.
This article gives step-by-step instructions on how to create and manage Groups.
Step-By-Step:
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.
Related Articles
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 ...Customers – Manage Groups
Article Contents:- This article contents how to Manage Groups of the customer. Step- By -Step:- Step 1: Click on "Customers" Tab from the header of the window. Step 2: Click on "CRM" button from the left row of the window, then select "Manage ...Customers - Create A New Email Campaign
Article Contents:This article summarizes how to create a new Email Campaign. Step-By-Step: Step 1: Click on the Customer tab (1) from the header of the window. Select CRM (2) from the left row of the window, then select Create Email Campaign tab (3). ...Customers - Link Customer Class to Customer.
Article Contents: This article contains step-by-step instructions on how to link a Customer class to a Customer. Step-By-Step: Step 1: Select the CUSTOMERS module from the module navigation menu, then click on Customers in the left-hand menu. Step ...Customers - Creating A New Flag
Article Contents: This article contains step-by-step instructions on how to set a new flag for customers. Step-By-Step: Step 1: Select the CUSTOMERS module from the module navigation menu. Next, select Customer from the left side of the window. The ...