Person groups

Person groups are customer segmentation categories such as Platinum or Economy, typically used for marketing and customer profiling.

This section is visible only if you have the VIEW_PERSON_GROUP privilege.

Create person group

  1. Go to Persons > Settings > Person groups.

  2. On the Person groups page, click Add .

  1. The Create person group page opens, where you can define the Person group code, Person type, and Description.

For more information on assigning a group code, see the instructions for adding a new private or legal person.

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