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  1. On Sales folder, click the Customer Groups menu. This will open a new Customer Group screen if there is no existing record yet. If not, it will show the integrated search grid.
  2. On Customer Group search grid, click the New button.
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  3. Enter a Group Name and its Description. Note that Group Name is required. Refer to Customer Group for the fields description.
  4. On the grid area, select the customers that will be part of this group.
  5. Tick the subgroup where the customer belongs to.
  6. Click Save button.

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