HomeCRMCustomer GroupEdit Customer Group

Edit Customer Group

To edit a customer group, follow this path:

  1. Login to Admin Portal
    (https://portal.twirll.com/login.html)
  2. Navigate to Customer Groups

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


    Manage Customer Group

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

  3. Select the customer group you want to edit (e.g. Group Name and Location)

    Manage Customer Group
  4. Edit the required fields

    Manage Customer Group
    #1 : Update Customer Group Name
    #2 : Assign the group to a specific location
    #3 : Change the Status (Active / Non-active) by checking/unchecking the box
    #4 : Once changes are made, click/tap on Update button
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