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You can create your customer groups and add them to your customers if you want a quick and easy way to sort them.The customer dimensions "Groups" and "Categories"You can add dimensions to your customers. This makes it possible to sort your customers for reporting purposes and to filter on the dimensions in the customer overview. You can use the two dimensions, Group and Category, exactly as you wish and as it makes sense for your company, and, e.g., divide customers according to geography, size, market, products etc.Create a customer "Group"If you want to create a customer group, go to Sales > Customers and click the field in the column Group. Click Edit and New group. Write the name of the group and click Save.When creating the needed groups, you can assign a group to a customer as a single or bulk action.Assign "Group" to customer/sSingle actionChoose a group in the column Group on a specific customer.Bulk actionTick the boxes to the left of the customers you want to update, and click the Action menu. Select Update > Update group.A box opens, and you can select your Group. Remember to click Confirm.Filter on "Groups" in the customer viewWhen customers are divided into groups, you can use the group filter to find a specific group. Tick the box Group and click Apply.The view will change, and you can see the customers in the group.Read moreIntroduction to CustomersCustomer categoriesReports