Summary
In Dynamics 365 Sales, a segment is a group of records that have commonality. Segments provide a foundation for the system to automatically associate records with sequences to provide sellers with the guidance that they need to interact with their customers more effectively. Additionally, you can use segments to automate the process of assigning records to sellers as they're created. This approach can help you streamline the sales process and reduce errors.
In this module, you learned about several concepts related to segments. You also learned how to:
Create and activate segments.
Connect segments to sequences.
View the details of a segment.
Manage, edit, change the priority of, deactivate, or delete a segment.