How to group customers?

Modified on Wed, 21 Aug at 5:47 PM

  1. Go to “Sales” and choose “Customer”.


  1. Click the  and add new categories.


  1. Fill in the group name and description then save.

  1. Click on the edit button  to edit your customer information.

  1. Click on the group that you want your customers to be grouped in.


  1. You will be able to see the group that you have selected in the “Selected From” section.


  1. Click on “Save” to save the changes that you have made.


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