How do I Create Segments in Opportunities App?

Market Segmentation is the process of classifying your customers based on the market they belong to. To know more about market segmentation, its recommended that you visit wikipedia.

Opportunities App allows you to classify your customers based on how you view your market. Lets quickly go through the steps.

Steps to Create Segments in Opportunities

1. Log in and access Opportunities App from universal navigation menu bar.
2. Click on "More" icon and select "Settings" located at the app header bar.
   
3. Click on "Opportunities" Drop down. Select "Markets & Segments" from left navigation panel.
   
4. Click on “Add Segment” button to create a new segment and specify:
• Name - Name of the segment 
  
5. Click on “Create” button to complete.
6. You can update the segment information by clicking on "Add Segment", if needed.
   
7. By default the created segment will be in enabled mode.

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Read more about

• Customize Opportunities App
• CRM Apps Markets, Territories, Categories, Industries and Segments
• Market and Segmentation (Wikipedia)