Segmentation allows you to group leads people into distinct profiles for reporting and dynamic content. Here is 's how to create them.
Go to Lead
New and then New Segmentation.
|You can create up to 20 segmentations.|
Enter a Name, click on Add Segment and name it.
|Default cannot be moved, edited, or deleted.|
Add as many segments as you want (up to 100).
Drag and drop the Segments around to change their order. Once done, click on Create.
| A lead person will qualify for the first matching segment in the order defined.|
Congratulations! You are one step closer to using Dynamic Content.
|You need to define segment rules before you can use your Segmentation.|