Customer Groups Overview

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 purchase as a Future Prospect Buyer or a contact who rents a property through an agency is defined as a Current Tenant.
A contact can exist in multiple groups, for example a contact who is a Current Tenant could also be a Future Prospect Buyer. 

A sample screenshot of some of the default customer groups pre-loaded in the system


Custom groups can be added manually to increase the flexibility of how your contacts are categorised.