Navigate to the Smart Groups section of NuORDER
Select "Create New" from the top right
You will be presented with a SmartGroup starting with all contacts. From there you may select the SmartGroup to either be "Fixed" or "Smart".
"Fixed" smart group:
- This group will allow you to manually add specific buyers to your list. Therefore, it is strictly based upon your search and not based on the filters.
- You may also manually remove any unwanted buyers from your fixed group by clicking on "X" next to the buyer.
"Smart" smart group:
- This group will allow you to add buyers based upon the filter option from the side.
- This is useful when you have regional reps that you would like to create groups based upon different states or zip codes or countries.