Creation Of Account Segment

Step 1: In CSM End -->Click on Admin Portal.

Step 2: Go to Settings-->click on User Tags-->select the Account Segment radio button.

Step 3: Click Add Segment-->Enter the name-->Click Save.

Step 4: Click Assign Segment-->Enter the required fields-->Click Save.

To view and use the created account segment, go to Accounts Module--> Click New Account.

In Add Account-->Enter the required fields-->Click Save.

The Account Segment will be added successfully with the account.

Here's a short video walkthrough of Account Segment creation: