How To Create Segments In CRM?

1. Click on Go To CRM

Click on Go To CRM

2. Click on Segments

Click on Segments

3. Click on Add New Segment

Click on Add New Segment

4. Enter A “Segment Title”

Enter A "Segment Title"

5. Enter A “Description as per your preference.”

Enter A "Description as per your preference."

6. Click on Select Field

Select the Custom Field that was created.

Click on Select Field

7. Select Condition as per the Customer List.

Select Condition as per the Customer List.

8. Enter the value as per the condition.

Enter the value as per the condition.

9. Click on Save

Click on Save

10. Click on OK

Click on OK

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