As of 7.5.1, on the web, segmentation is referred to as "Group Management”. In 7.5.0 it was refereed to as "Corporate and Staff Management" and in releases prior to 7.5.0, it was referred to as "Affiliate Management".As of 7.5.1, on the web, segmentation is referred to as "Group Management”. In 7.5.0 it was refereed to as "Corporate and Staff Management" and in releases prior to 7.5.0, it was referred to as "Affiliate Management".
The Org-Unit Segment Membership tab is used to add the customer to an organization unit segment.
To add org-unit segment membership:
1. On the CRM360® screen, from the Background Information task category, click Segmentation Details.
The Segmentation Control screen displays, as shown below.
2. Navigate to the Org-Unit Segment Membership tab.
3. Click Add.
4. Click the Qualifier1 (Organization) link. The Organization Chooser is displayed. Search for and select the appropriate organization.
5. Click the Qualifier2 (Organization Unit) link. The Organization Unit Chooser is displayed. Search for and select the appropriate organization unit.
6. Click Save.
See Also: Deleting an Org-Unit Segment Membership