Filtering by Segment

By default the Associated Customers list includes all customers assigned to the associate regardless of the segments to which they belong. If you do not want to filter by segment, keep the default selection in the Customers In field, as All.

To Filter the Associated Customers list by Segment:

1. Click the drop-down list in the Customers In field.

2. Click a segment from the list to filter for only the customers in that segment.