1. What Are Customer Groups?
Customer groups allow you to classify customers based on their relationship with your business. Examples include:
✅ Retail Customers
✅ Wholesale Customers
✅ Friends & Family
✅ Colleagues
✅ Any other category that fits your business needs.
2. How to Add a Customer Group
Steps:
1️⃣ Go to Contacts → Customer Groups.
2️⃣ Click on the "Add" button.
3️⃣ A popup will appear asking for:
3. Viewing Customer Group Reports
Tip: Customer groups help in targeted marketing and pricing strategies, ensuring better customer management!