Add New Client Segments

Use the Client Segments submodule to add new client segments.

To use the Client Segments submodule, you must have access to Settings as defined in the User Access Rights submodule under Settings.

To add a new client segment:

1. On the main toolbar, click Settings .
2. If you have more than one company in your system, use the drop-down list above the left pane of the Settings screen to select the company to which you want to add a new client segment.
3. In the left pane of the Settings screen, click Dimensions > Client Segments.
4. On the grid toolbar, click Add new row .
5. You can edit the Segment name field by double-clicking on it.