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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 Details.
2
Select the Account Details tab and select the Segment you want from the drop-down list.
3
Click the Save button to confirm the procedure.