You create segments to select a group of contacts according to specific criteria. For example, a segment could be the industry that the contacts belong to or your business relationship with the contacts. You can create a segment to select the contacts you want to target with a campaign.
There are two main tasks in creating a segment:
The following table describes a sequence of tasks, with links to the topics that describe them.
To | See |
---|---|
Create segments which allow you to select a group of contacts. For example, direct mail. | Create Segments |
Manage the contacts that are assigned to segments. | Add Contacts to Segments |
Learn about using interactions for segments, including logging. | Managing Interactions for Segments |
Managing Sales Opportunities
Managing Contacts
Working with Business Central
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