Create Group-Manage Groups

Create & Manage Groups

This article gives step-by-step instructions on how to create and manage Groups.

Step-By-Step:

Step 1: Select the Guests module from the module navigation menu. Click CRM from the left row of the window.



Step 2: To create a new group click on the Create Group button.



Step 3: The system will generate a new Create Group pop-up window. Give a group name and enter the group description in the provided text boxes, then click on the Create button to create a Group.




Step 4: To add or remove Guests from groups then click on the Manage Group button of that group within the ACTION menu. The system will generate a new MANAGE GROUP window.



 
 
Step 6: Click on the Add Guest button to add new Guests to a group. Select the Guest then click on the Next button. The Guest will be added to the group.
 
 
Step 7: Click on the Action button and click delete to delete the group. 

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