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 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?
- Q: How many characters can a notes-field hold?
- Q: Is it possible to have both Gmail and Office 365 mail active in the same account?
- Q: How do I convert an opportunity to a subscription?
- Q: How many rows can you export at once?
- Q: Why can't I see an opportunity after moving it to the Sales board?