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You need to have permission to view/create/update/delete target group in order to perform the task described below.

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Steps to create and add customers to target group:

  1. Create target group

  2. Search and filter accounts

  3. Add accounts to created target group in step 1

View Target Group List

You can access to Target Group List by choosing module Account, and choose menu “Target Groups”

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If you would like to add customer to target group, you can go to Account List, and filter condition

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You can search for accounts followed the guidance here https://contemi.atlassian.net/l/cp/fRHb9c8g , and then choose resulted customers to add to target group.

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When clicking on button “Add to target group”, you need to indicate which target group you would like to add the selected customers to.

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View accounts in target group

When you click on the name of target group, you can view customers that are added to that group

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