You can segment both customers and contacts for different reporting purposes. This way keeping track of profitability, activity levels or managing simple lists is easy.
On the customer level, you can use market segmentation to distinguish between for example
- key accounts and other customer levels
- customers, partners and suppliers
- different customers belonging to company clusters.
Market segments are managed in the Settings. There you can add new market segments and manage the existing ones to suit your needs.
On the contact level, you can use keywords and roles to effectively group contacts across all customers for different reporting needs. For example, keeping track of mailing lists or similar.
Did you find it helpful?Send feedback