Managing Customer Groups in ClearCRM

Accessing Customer Groups

1. Navigate to Setup from the left-side menu.

2. Click on Customers to expand the dropdown menu.

3. Select Groups to open the Customer Groups dashboard.

Overview of the Customer Groups Page

The Customer Groups page displays a table with the following columns:

• Name – The name of the customer group.

• Options – Includes buttons to Edit (modify the group name) and Delete the group.

• Clicking on a group's name also allows editing the name in a pop-up window.

Table Controls & Features

Above the table, standard controls are available:

• Entries Per Page – Choose to display 10, 25, 50, 100, or All groups.

• Export Options – Download the group list as Excel, CSV, PDF, or print it.

• Refresh Button – Reloads the group list with the latest updates.

• Search Bar – Quickly find a group by name.

Creating a New Customer Group

1. Click on the "+ New Customer Group" button in the top left.

2. Enter a group name in the pop-up window.

3. Click Save to add it to the list.

Using Customer Groups

Once created, Customer Groups can be assigned when adding a new customer:

• Navigate to CRM > Customers (or convert a lead from CRM > Leads).

• In the customer form, locate the Group field.

• Click the dropdown to see all available groups, with a search bar to filter the list.

The Customer Groups feature helps categorize and manage customers efficiently, making it easier to filter and organize them based on business needs.