Sales Groups
The Sales Group is a concept of spliting and identify similar category or similar stage of customers with help of this group splitter. You can create different groups and assign them to each customers based on the classification that you have.
The classification can be either based on financial potential, buying capacity, buying items, like that. it can be anything, but you know how to classify the groups better than us. We just provide you an idea to bring the classification samples.
Initially we have the Group for you as Small, large and medium, You can edit or adjust it to make it as per your needs. This sales group also helps to track the reports based on this groups.
To create a Sales group, go to Setup > Sales > Sales Groups > Add New