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Add New Interest Group

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To add a new interest group, you will click New Interest and Org Button.

 

This will bring up the Add Interest Window.

 

Add Interest Group Window

 

To add the new interest group put a name for the group in the name box and a description of the group in the description box. The name is a required field and must be entered before you can save.

 

You will then need to add customers to that group. To do this you, will click the Add Button.

 

This will bring up the Customer Search window.

 

Customer Search

 

 

Enter all criteria and hit search this will bring up the Add Group Member Box.

 

Add Group Member Box

 

 

Here you can put the check mark in all the people that you want to add to that group. Once you have all the customers added, click on Add Button real button.

 

This will take you back to the Add Interest Window with the new customers added to the group.

 

Add Interest Group Window with new users

 

Next you can add notes for that group by clicking on the Notes Tab.

 

Add Interest Notes Section

 

After adding the notes, you will click on the Add Note Button to add the note or the Delete Note Button to delete any note.

Hit Save to save all your changes to the Interest Group.