How do you bring customers together in a tag?

From“my customers” :

1- Add a tag to an existing customer:

• click on the “modify” icon at the end of one of your customers’ lines
• enter the desired tag name, save it by pressing the ✅ button
• or select a saved tag
• Click “Save” to save your changes.

2- Add a tag to a new customer:

When you click on the “Add customers” button, a window opens:

You can add a customer by entering the following information “by hand” : Last name, First name, Mail, Telephone

You can also choose toAdd several customers at once:

• Press the “Import CSV” button to add up to 50 customers. Before “validating” the import of your file, you need to “match” the columns: Last name, First name, Mail and Phone, in order to pre-fill each customer file.

In both cases, all you have to do is “name the group” to assign a tag:

• enter the desired tag name, save it by pressing the ✅ button
• or select a saved tag
• save the changes you’ve made.

When adding several customers at the same time, all customers will be assigned the same tag.

Don’t worry, if you don’t assign a tag at the time of import, you can assign one later by modifying the customer file.