Salesmachine Segment feature helps you automatically organize your leads into any number of segments. You can assign leads to segments based on their product usage and/or attributes. The segments can be used in many ways, such as: have a better understanding of your lead base, highlight specific lead categories & behaviors, delete leads in bulk, etc.
Choose to create a segment at the Account or the Contact level & click on 'new segment', you can now :
Name your Segment
Choose a specific color to highlight it
Choose to work with AND or OR
Add the conditions for a lead to belonging to that segment
Preview the content of your segment
You can delete a segment, re-edit it and create a sub-segment: to do so, when visualizing your segment, use 'more'
You can export data, assign contacts to their CS Owner (please refer to our portfolio management section here LIEN VERS PORTFOLIO) & delete accounts/contacts in bulk: to do so, select your segment & click on 'Actions'
In Salesmachine, each account/contact can belong to a specific CS Owner (please refer to our portfolio management section here LIEN VERS PORTFOLIO). You can choose to only display the accounts/contacts belonging to one owner when you're visualizing a specific segment: to do so, click on the dropdown list ('Everyone' per default) and choose the right person