A: Yes you can, find the person or persons in a list view such as "Company & Contacts", mark the person or persons you wish to add to the segment and you should get a pop up screen in the bottom part of your page.
Choose "Add to segment".
Read more about segments here.
Articles in this section
- Q: What constitutes contact in the 'last contacted' column?
- Q: How do I use On demand in events?
- Q: Do activities disappear if I delete a call list or campaign?
- Q: How do I send an email to several contacts?
- Q: Can I edit the form in my Easy booking page?
- Q: What can I update in bulk in Upsales?
- Q: Can I see when a company or contact was added to my Upsales?
- Q: Can I save a list from advanced search?
- Q: When we have multiple companies with the same name, in what order are they shown under the search field?
- Why can't I see appointments in my Google Calendar?