Segmentation - Configuration Requirements

 Back to Segmentation Main Page 

Learn to set up Segmentation related business processes and rules. 

 Optional Configuration: Links to manuals of Segmentation configuration modules that offer additional functionality but are not required for the module to work correctly.

Optional Configuration

The following entities are available and can be configured under Segmentation.  A working CRM.COM model can exist without them being configured.

Module NameModule ManualModule Description
Criteria TemplatesSet up Segment Criteria Templates that can be used to load Criteria when used in Segments.