Groups

Segment supplier and partner accounts

Segment supplier and partner accounts

Separate supplier/partner accounts in CRM.

Business groups apply dynamic rules to B2B accounts separately from guest groups—order frequency, industry fields, activity types. Wholesale and services brands segment accounts for sales follow-up without mixing them with diner segments.

Business groups feed business journeys, tasks, and campaigns aimed at companies rather than individual guests. Your team sees the right list whether they are chasing reorders or checking in on a key account.

Go to Businesses → Groups and create a business group with business-specific criteria. Use it in B2B campaigns or journey auto-enrolment once the rules look right on a sample account.

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