video1.0<iframe src="https://www.loom.com/embed/5e1e39628d4548e48cc32da7af3ecd5a" frameborder="0" width="1878" height="1408" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14081878Loomhttps://www.loom.com14081878https://cdn.loom.com/sessions/thumbnails/5e1e39628d4548e48cc32da7af3ecd5a-00001.gif171.1In this video, I will show you how to quickly import client groups in a financial sense. Client groups are a great way to organize your clients and filter them for specific purposes. I will demonstrate how to import client groups while importing your clients, as well as how to add client groups to an existing client list. By following these steps, you can save time and avoid manually creating client groups.