Customers – Manage Groups

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 Groups" where you can see a list of already created groups. 
Step 3:  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 Groups" window.



Step 4: Click on "Add customer" 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 5: Click on "Group List" to see the list of customers and if you want to remove the customer click on the "Remove" button. 

 Step 6:  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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