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Customer Group Manager

Customer groups can be built using Saved Searches so that sales teams or representatives can be assigned to those customer lists.

 

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Path: Back Office > Order Processing > Customer Group Manager

 

Follow the steps below to build a customer group and then apply it the Customer Manager search filters.

 

Step

Action

1

From the Customer Group Manager, click on the Create New Customer Group button.

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2

Enter a name for the group in the label field and identify whether it is to be available to all Back Office users. Click Create.

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3

Click on the Owners link to add Sales Teams and Sales Reps as owners of the Customer Group.

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4

After locating a team rep to include, click the Add Sales Rep or Add Sales Team button.

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5

Click on the Customers link to select a Customer Saved Search for the Group.

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6

Select the appropriate Saved Search and click the Load button.

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7

Click on any of the three data groupings to make edits to the selected criteria as needed.

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8

Select Preview to review the customer list. Click on Reset to save any changes.

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9

To add additional customers that meet the criteria, click on the Add Customers Who Matched the Criteria button.

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10

From the Order processing tab, click on the Customer Manager option from the manager drop-down list.

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11

The newly created group displays in the Customer Manager Customer Group drop-down list.

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10

Select a Saved Search and click the Search button to view the results.

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11

Click the Export to CSV to download a copy of the results.

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