How to Use Customer Groups

Customer Groups let you tag and segment customers (e.g. VIP, Fleet, Lead Source).

To manage groups: Go to Customer Management > Customer Groups / Tags.

• Click "+ New Group" to create a group with a name, color (pick from a palette of ten preset swatches), and description
• On a customer's detail page, you can assign them to one or more groups

Groups are useful for filtering the customer list and targeting communications.