Adding a Segment to an Account

Segments can be used to group Accounts based on specific characteristics and associated benefits. To learn more about Segments, refer to the Segments page.

To add a Segment to an Account, follow one of these steps:

1. From the Accounts page, find the Account that you want to add to the Segment, click the three dots ( ) from the Actions column, and select Edit.
2. Select the Account Details tab and select the Segment you want from the drop-down list (Figure 1).
3. Click the Save button to confirm the procedure.