Create Segments

You can create segments to select a group of contacts, for example, if you want to create an interaction involving several contacts, such as direct mail.

To create a segment

  1. Choose the Lightbulb that opens the Tell Me feature. icon, enter Segments, and then choose the related link.

  2. Choose the New action.

  3. In the General section, in the No. field, enter a number for the segment.

    Alternatively, if you have set up number series for segments on the Marketing Setup page, you can select Enter to select the next available segment number.

  4. Fill in the other fields on the header.

You can now add contacts to the segment. For more information, see Add Contacts to Segments.

See Also

Managing Segments
Managing Sales Opportunities
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