Searching profile data e.g. market segments in Target

customertrax 1. Handle CRM 1.0

Select one or more Market Segments to focus your communication by industry

To create a search based on markets segments and account profile info:

  1. Select ‘add fields’ to view list of available search criteria.
     
  2. Choose fields. Fields are listed alphabetically. Select “Market Segments” or one of the other account profile fields.
     
  3. Learn more about Advanced Search options in Handle to further build, refine, and save your searches.

 
 

customertraxSearching profile data e.g. market segments in Target