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Segments group Accounts by shared characteristics and benefits. To learn more about Segments, see the Segments page. To add a Segment to an Account, follow these steps:
1
Open the Accounts page. Find the Account you want to add to the Segment. In the Actions column, click the three dots (). Select Edit.
2
The edit sheet opens on the Account Details tab. Select the Segment from the Segment list.
3
Click the Save button to confirm.