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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.