Add customers with similar requirements to a customer set. Always add customers from the
same sales org as the customer set.
Required Editions
| Available in: Lightning Experience in Professional, Enterprise, and
Unlimited Editions that have Consumer Goods Cloud enabled
|
| User Permissions Needed |
| To create customer conditions: |
CGCloud Sales User
OR
CGCloud Retail Sales User AND CGCloud Retail User
|
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From App Launcher, find and select Customer Sets.
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Select a customer set.
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In the Customer Set Customers related list, click New.
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Select a customer, and then save your changes.
