Customer territory groups
Member groups of type customer territory group are intended for creating groupings of customers, typically by territory. Customer territory groups can comprise customers only. Registered customers can be included both implicitly and explicitly, and can also be explicitly excluded. Guest customers can be included implicitly. Customer territory groups can be administered by Seller Administrators and Site Administrators only.
Customer territory groups are only used for assigning customers to a customer service representative or customer service representative team to control how ticklers are assigned . Typically these groups will be used to assign customers from a specific geography to a specific customer service representative team. To do so, you would create a member group (a customer territory group) based on customer information, and assign the customer territory group to the customer service representative group.
- Creating member groups
Use the Organization Administration Console to create member groups.- Changing a member group
Use the Organization Administration Console to change the details of a member group, such as the name, description, and criteria upon which the group was created.- Deleting a member group
Use the Organization Administration Console to delete a member group from the site.- Listing member groups
Use the Organization Administration Console to view the list of member groups for the site.