To add a new interest group, you will click .
This will bring up the Add Interest 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 .
This will bring up the Customer Search window.
Enter all criteria and hit search this will bring up the 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 .
This will take you back to the Add Interest Window with the new customers added to the group.
Next you can add notes for that group by clicking on the Notes Tab.
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.