Create segments

You can create segments to select a group of contacts, for example, if you want to create an interaction involving several contacts, such as direct mail.

Create a segment

1. Select Search (Alt+Q) in the upper-right corner, enter Segments, and then choose the related link.

2. Choose the New action.

3. In the General section, in the No. field, enter a number for the segment.

   Alternatively, if you set up number series for segments on the Marketing Setup page, you can select Enter to assign the next available segment number.

4. Fill in the other fields on the header.

You can now add contacts to the segment. Learn more at Add Contacts to Segments.

Related information

Manage Segments
Manage Sales Opportunities
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