CRM On Demand: Segmentation Wizard
Last updated on OCTOBER 10, 2016
Applies to:Segmentation Wizard
Information in this document applies to any platform.
Segmentation Wizard is an Excel-based application that allows you to define contact segments based on multiple record types. You can generate the lists based on a combination of account, contact, opportunity, and service request fields, which result in multi-dimensional customer lists for targeting campaigns.
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