WEBVTT

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Create a customer group from a saved customer
profile Open Customers

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choose Maplebridge Design Training and use the
plus button beside

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Groups Groups help you organise related customer
records consistently

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Enter Design and creative clients Training as the
group name Choose

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a clear name that your team can apply
consistently The group is

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a customer classification it does not grant
portal access or change

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permissions

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Choose Save in the group window Pixie stores the
group and makes

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it available in the customer form Saving a group
and saving a customer

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membership are separate steps the profile changes
still need their

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own Save action

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Reopen the customer profile and select the new
group from the Groups

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list Its presence confirms that the group was
retained The dedicated

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assignment tutorial shows how to save the
customer membership and

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verify it after reopening