Common examples include Public and Private segments, but you can define any grouping that fits your business processes.

📌 Overview

Each segment is a label you can assign to CRM records. These segments are defined in Standards so they can be applied consistently across the system.

➕ Creating a New Segment

1. Click + Segment at the top of the Segments list.
2. Fill in:
   • Name → Segment name (e.g., “Public”, “Private”).
   • Description → Optional explanation of when to use this segment.
   • Sorting → Number to decide the display order in the list.
3. Click Save and Close.

✏️ Editing a Segment

• Click the edit icon in the “Actions” column for the desired segment.
• Update the Name, Description, or Sorting value.
• Click Save and Close to apply changes.

🚫 Disabling a Segment

Once a segment has been used in the CRM, it cannot be deleted. If you no longer want to use it, set Active to False to disable it.

📋 Example Segments

❓ FAQ

Q: Can a CRM record belong to more than one segment?
No, each record can only belong to a single segment at a time.

Q: Can I delete a segment after it has been used?
No, but you can disable it by setting Active to False.

Q: Can I reorder segments?
Yes, use the Sorting field to set the order in which segments appear in lists.

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