Customer Groups
Customer Groups Overview
Customer groups are used in the software to define contacts into separate categories in order to make communications more appropriate and allow efficient contact management. For example, we may wish to define any contact in the system looking to ...
Delete Customer Groups
This file will guide you through the steps to delete a customer group from the software. Customer groups can only be deleted if they have no contacts attached to them. The number of contacts assigned to a group will show next to that group on the ...
Add Customer Groups
This file will guide you through the steps to set up your customer groups. System Groups By default we have set main common default groups with default sub groups in each one to help you sort contacts. These groups are set as default in the system ...