Assign Customers to Groups and Tags

Overview
Organize your customers into reusable groups (e.g., “Enterprise,” “SMB”) or apply free‑form tags for segmentation.

Steps

1. While adding/editing a customer, find the Groups and Tags fields.

2. Select existing groups or tags from the dropdown, or type a new one and press Enter.

3. Click Save.

Tips

• Use groups for static categories (industry, size) and tags for dynamic labels (e.g., “Upsell,” “At‑Risk”).

• Filter by group or tag in the customer list to drive targeted communications.