---
title: "Managing Customer Groups in ClearCRM"
description: "This article explains how to create and manage Customer Groups in ClearCRM, which help categorize customers."
url: https://help.clearcrm.com/en/articles/10766000-managing-customer-groups-in-clearcrm
collection: "Customer Groups"
updated: 2026-07-02
language: en
---

# Managing Customer Groups in ClearCRM

This article explains how to create and manage Customer Groups in ClearCRM, which help categorize customers.

## 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.
    

![](https://staticfiles.gleap.io/helpcenter/69adb1adea2195f0e0fe5fde/20260330170002_8889.png)

## 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.