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      Managing Segments

      You create segments to select a group of contacts according to specific criteria. For example, a segment could be the industry that the contacts belong to or your business relationship with the contacts. You can create a segment to select the contacts you want to target with a campaign.

      There are two main tasks in creating a segment:

      • Enter general information about the segment. Before you can select the contacts within the segment, you must first create the segment.
      • Select the contacts to be included within the segment.

      The following table describes a sequence of tasks, with links to the topics that describe them.

      To See
      Create segments which allow you to select a group of contacts. For example, direct mail. Create Segments
      Manage the contacts that are assigned to segments. Add Contacts to Segments
      Learn about using interactions for segments, including logging. Managing Interactions for Segments

      See Also

      Managing Sales Opportunities
      Managing Contacts
      Working with Business Central

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