Customer types.#
Customer types allow you to further group your customers. For example, for business customers with a VIP package, you can create an additional queue that will have a higher priority and such customers will be served first.
From the Administration tab, select CRM → Customer types, and then click .
Enter the customer type in the field and confirm with .
You can edit the created types, as well as delete them - in case of deletion, make sure that no customer from the database is assigned to the type.
The type you created will appear in the customer filters (Company → Customer type).
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Customer groups.#
Customer groups will allow you to systematize your customer knowledge. For example, by creating a group of business customers, you can place them in a campaign targeting businesses or offering premium products.
From the Administration tab, select CRM → Customer groups.
You already have one customer group created in the system - "Domyślna". Click to add a new group.
In the field, type the name of the group and confirm with the button.