Using Customer Groups

Using Customer Groups


Using Customer Groups

Automated emails which is a core feature of customer groups is an add-on to your standard SalesDriver or OpsDriver account. This can be added to your account by your TBN representative. For additional information about monthly costs, please visit this page on our website. 



In this video we cover the following topics
  1. What Are Customer Groups
  2. How To Use Customer Groups
  3. How Customer Groups Drive Automated Emails
  4. Assigning Email Templates
  5. Assigning Different Customer Groups to Quotes and Bookings. 
  6. Setting Default Customer Groups

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