Separate Wholesale Customers from Retail

KarenE3167
Retail

Separate Wholesale Customers from Retail

Hello Friends!

 

Does anyone know how to easily separate your wholesale customers from your retail customers? I can go through and remove contacts with a company name, but it has to be done manually one-by-one and we have over 7,000 contacts. There doesn't seem to be a way to sort your contacts so that all contacts with a company name appear first. If I could do that it would make it much easier.

 

Thanks for your advice!

1 REPLY 1
William_D
Moderator

Hello @KarenE3167 ,

 

By default, your contact view should have a Company Name column, which you can click on to sort by alphabetically ascending and descending. You can also do searches in lists and your overall contacts for specific company names. Those search results will make it easier to do a select-all and manage as needed.


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William D
Community & Social Media Support
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