How to create a customer group.
How to create a customer group.
Written by Kore Admin Official
17 Aug 2022, 13:54
How to easily group customers in your project management and crm account.
Customers | Groups
To create a customer group:
- Go to the 'Customers' Tab
- Click the 'Groups' tab
- Click 'Add New Group'
- Name the Group
- Set the Group settings and rules under 'Manage'