Create a Customer Group

Use the Navigation pane to create a customer group.

To create a customer group

1. In the Navigation pane, do one of the following:

2. To create a customer group within the top-level company group, right-click Company Goals and then click Add Customer Goal Grouping.

3. To create a customer group within a company subgroup, right-click the company group name and then click Add Customer Goal Grouping. The system creates a folder.

4. In the new folder box, type the company group name and then press Enter.

Related Topics

Customer Groups