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How do I create a SmartGroup?

Navigate to the Smart Groups section of NuORDER

 

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Select "Create New" from the top right

 

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You will be presented with a SmartGroup starting with all contacts. From there you may select the SmartGroup to either be "Fixed" or "Smart".

 

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"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. 

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"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. 

 

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