WEBVTT

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Assign an existing group to a customer in Pixie
CRM Open Customers

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and choose Maplebridge Design Training Check the
customer name before

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changing its classification

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Open Groups and choose Design and creative
clients Training The

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field supports more than one group when that
suits your organisation

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This selection classifies the customer it does
not change contact

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permissions or portal access

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Choose Save on the customer profile Saving the
profile applies the

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selected membership to this customer Creating a
group alone does

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not save that membership which is why the profile
Save step matters

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Return to Customers and reopen Maplebridge Design
The selected group

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is retained confirming that the membership was
saved Use a consistent

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grouping approach across your customer records so
filtering and

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segmentation remain clear