A Segment in Voyzu CRM is way of classifying and dividing your data. Example of segments that you can create in Voyzu include:
When you first create a Voyzu account three segments are created for you:
These segments can be managed in the same way as any other segment - i.e. they can be deleted or re-named.
Create a new segment by navigating to 'Segments' > 'Manage Segments' and then clicking 'New Segment'. This will take you to the 'Filter Contacts' screen as segments are created by first filtering contacts. Once a filter has been run, this filter can then be saved as a segment. Segments you mark as "Favorite" will appear in the left-hand navigation menu.
Once created a segment can be edited:
To change the segment name and whether the segment is a Favorite select the segment and click on 'Re-name' segment
To change the Filter conditions of a segment:
Creating a filter can be complex. Also, although the Voyzu filter capability is flexible, it does not cater for all possibilities. For example suppose you wanted to display the 20 most recently added PERSON records. Although filtering by Record Type is possible, limiting the search to 20 records is not possible.
Note that Voyzu can create custom filters for you, and save these as segments so you can run them whenever you want. Costs depend on the filter complexity and start at $75.00 USD. To request a custom filter quote please contact us