Organize customers using groups
Learn how to organize and categorize your customers using groups
On this page:
Overview
Customer Groups allow you to categorize customers based on criteria like business type, location, size, or any classification relevant to your operations. This optional field in the customer profile helps you organize large customer lists and enables targeted filtering when viewing your customers.
You can assign customers to groups through your integration or manually add them in the Distributor Portal.
Important: please reach out to your Growth Manager if you want to send customer groups through the integration.
Follow these steps to manually add a customer group through the portal.
Create and assign customer groups
1. Select Customers from the navigation menu.
.png)
2. Find and select your customer.
Tip: You can search by Salesperson, use the customer filters, or start typing into the search box.
3. On the customer's Profile tab, look for the Customer Group field. Then, click the purple edit icon.
4. Click on the dropdown to select an existing customer group. If you're creating a new group, type the name of the group in the field, then select Create NAME.
5. To remove a customer group, click X next to the customer group name.
5. Click Save.
