Sales Groups
Sales Groups let you split customers into categories that suit your business, rather than by geography. You decide what the classification means — buying volume, product mix, financial potential — and assign each customer to the group that fits.
How to Access
Go to Setup > Sales > Sales Groups, or Sales > Settings > Sales Groups, then click + Add New. The system starts with groups like Small, Medium and Large, which you can edit or replace entirely.
Use Sales Groups when the split is not geographical. If you are dividing customers by territory, use Sales Areas instead.
Sales Groups List View
| Column | Description |
|---|---|
| Group Name | The name of the classification, such as Wholesale Buyers or Retail Clients. |
| Inactive | A toggle switching the group between Active (No) and Inactive (Yes). |
| Actions | The pencil icon renames a group; the trash can removes it. |
Tick Show also Inactive at the bottom of the list to see deactivated groups. Turning a group off rather than deleting it keeps historical data readable and lets you reactivate it later.
Adding a New Sales Group
Clicking + Add New opens an inline row at the top of the list.
| Field | Required | Description |
|---|---|---|
| Group Name | Yes | The name for the new classification. |
- + Add saves the group to the list immediately.
- Cancel clears the box and closes the adding row.
Why Use Sales Groups?
Groups make results easier to track. Use them in reports to filter and compare, and you can see which categories of customer are most active or most profitable — the kind of question a geographical split cannot answer.
Where this is used
- On the customer record, classifying who they are.
- As a filter and grouping in sales analysis reporting.
A group already assigned to customers cannot be deleted. Set it inactive instead.
Related pages
- Sales Areas — grouping customers by territory
- Sales Types — price levels applied to customers
- Customer Credit Status — controlling who may transact