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Add Customers to Groups

To add customers to groups

  • Click on the Customers tab.
  • Then in the lower left, click on the Group icon.
  • On the left side of the window will be two columns.  The most left column is the names of your groups.
    The other column is the names of your customers.
  • All you need to do to add customers to groups is to click and drag the customer into the desired group.
  • Looking at the group, there will be a number next to the group name to show how many customers are in that group.