Customer Group Manager

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

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.

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.

3

Click on the Owners link to add Sales Teams and Sales Reps as owners of the Customer Group. After locating a team rep to include, click the Add Sales Rep or Add Sales Team button.

4

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

5

Select the appropriate Saved Search and click the Load button.

6

Click on any of the three data groupings to make edits to the selected criteria as needed. Select Preview to review the customer list. Click on Reset to save any changes.

7

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

8

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

9

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

10

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

11

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

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