How do I View Customers by Category?

Updated on July 24, 2017 11:04PM by Admin

The Apptivo Customers App supports by grouping under different types as well as  allows you to create your own Customers category. It is a user defined features. This option gives you an insight into the details of the customers belonging to the various categories  and who their sales representatives. Here we have the steps, lets go over it quickly.

Steps to View Customers by Category

  1. Log in and access Customers App from your universal navigation menu bar.
  2. Click on “By Category” from left navigation panel.
    By Category 
  3. Select a category to view customers.
  4. You can perform "Bulk Actions" by selecting customer check box.
     
  5. Click on "More" icon to overview customer information, if needed.

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