HomeCRMCustomer GroupCreate Customer Group

Create Customer Group

  • Access Customer Group Module

    Sales (top navigation bar) > Customer Groups (sidebar) > Manage Customer Group

    Steps:

    • #1: Click/Tap on Sales
    • #2: Click on Customer Groups
    • #3: Click on Manage Customer Group


    Manage Customer Group Navigation

  • Fill in the InformationOn this screen, you need to provide the following details:
    • #1: Enter the Group Name and select the Location
    • #2: Click on the Create button to create the customer group


    Create Customer Group

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