Target Group

Target group is used to manage a group of accounts that have some common characters.

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

Open

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”

Open

Target Group List will display after you click on menu “Target Groups”

Create Target Group

If you would like to create a new target group, you can get there by clicking on button “Create”

Add accounts to target group

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

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.

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

View accounts in target group

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