Customers - Create Group-Manage Groups

Customers - Create Group-Manage Groups

Article Contents:- 

This portion summarizes how to Create and Manage Groups.

Step- By- Step:-

Step 1:- Click on "Customers" from the header of the tab.


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


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


Step 4:- System will generate a new "Create Group" pop up window. Give a group name and enter the Group Description in the text box then click on the "Create" button to create a Group.




Step 5:- If you want to Add or Remove customers from those groups then click on the "Manage Group" button of that group. 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 "Group List" to see the list of customers and if you want to remove the customer click on the "Remove" button. 


Step 8:- Click on the "Edit" button to change the group name and if you want to delete click on the "close" symbol button.



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