How To: Create Client Groups and Customize Icons

video1.0<iframe src="https://www.loom.com/embed/cdf9e443674b48d3964cf43bdb3f7535" frameborder="0" width="1152" height="864" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>8641152Loomhttps://www.loom.com8641152https://cdn.loom.com/sessions/thumbnails/cdf9e443674b48d3964cf43bdb3f7535-1705422210244.gif300.673How To: Create Client Groups and Customize IconsIn this video, I will show you how to create client groups and customize icons for easy client segmentation. Client Groups can help with organization, communication, marketing, and more. I will demonstrate how to set criteria for automatic client group membership and how to manually update client groups.