When managing customer groups (adding customer groups) – do we add our company’s email addresses (employees that deal with that particular customer)?

When configuring your Customer Groups, you have the option to use the customer’s domain and/or specific email addresses from within the customer’s organization.

As your mailboxes are already linked, you would not need to add your own email addresses on the Customer Groups or Customer screen.

Once the Customer or Customer Group has been configured, you can immediately select it under the ‘When communicating with’ filter.