How do I Create Segments in Contacts App?

Segments allow you to classify your contacts based on how you view your market.

Steps to Create Segments

• Log in and navigate to the Contacts App. Click on the More icon and select "Settings" at the app header bar.

• Select the Contacts dropdown and go to Markets & Segments from the left navigation panel.

• Click on the “Add Segment” button to create a new segment and specify:

Name - Name of the segment.

• Click on the “Create” button to complete. By default, the created segment is in enabled mode.

• This segment will be available while creating a new contact or editing an existing contact in the Contacts App of Apptivo.

• On selecting a Market, the corresponding Segments will come into view.

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Read more about

• Customize Contacts App
• CRM Apps Markets, Segments, Territories, Categories and Industries