How to: 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. On the Home page, choose Active Segments. Or, choose the Search for Page or Report 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 in the Marketing Setup window, you can press 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 How to: Add Contacts to Segments.

See Also

Managing Segments
Managing Sales Opportunities
Working with Financials