Manage Segments and Select Contacts to Include

You create segments to select a group of contacts according to specific criteria. For example, a segment could be the industry that the contacts belong to or your business relationship with the contacts. You can create a segment to select the contacts you want to target with a campaign.

There are two main tasks in creating a segment:

The following table describes a sequence of tasks, with links to the topics that describe them.

To See
Create segments which allow you to select a group of contacts. For example, direct mail. How to: Create Segments
Manage the contacts that are assigned to segments. How to: Add Contacts to Segments
Learn about using interactions and segments, including logging. Managing Interaction and Segments

See Also

Managing Sales Opportunities
Managing Contacts
Working with Dynamics NAV



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