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Create Client Groups in Agency Handy

Orvi Das avatar
Written by Orvi Das
Updated over 8 months ago

Group clients by type or need for easier targeting and smarter configuration.

Key Steps:

  • Go to Clients β†’ Configuration: Click "+ Create Group."

  • Set Up Group: Add a group name, description, and assign clients.

  • Save & View: Save the group and manage clients anytime.

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