Customer groups allow you to group customers under a category. For example, if you have customers from various locations and would like to categorize them by location, this feature will allow you to do this.
- Click Customers on the left.
- Then click Manage Groups towards the top right of the Customer Profile.
- Then click Create Group on top. If you have existing Groups, you may see New Group as the button option instead.
- Then enter a name for the new group. Click the blue Submit button to save your New Group.
- You will now see your new group listed on the left under Groups.
- Next, click All Customers, then check the box for any Customers that you would like to add to your group.
- Then click Add to Group on the top right and select the group from the dropdown list. All of the selected customers will be added to your group.