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Customer > Leads & Customers

Add or Edit Customer Group

Modified on: Wed, 08 Jun , 2022 | 04:54 PM


  1. Click Admin on the main navigation and select Customer.
  2. Click on Customer Group.



  3. To add a new group, click Add New.



  4. Add a name for the group you want to create.
  5. Click Submit to save!
  6. To edit an existing group, click on the gear icon associated with the record you want to update and save!

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