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Aneta Koreba
Written by Aneta Koreba

Default segments

Choose user, company, product, and deal segments that are displayed for each agent and the segments that are displayed as default.


Basics

These settings only impact your agents' default views and not your user, company, or deal assignments. Here, you simply set which segments will be displayed when a particular agent enters the section "People", "Companies", "Products", or "Deals".

Segments displayed for each agent

Go to "Settings" -> "App settings" -> "Users data & events" -> "Segment management". 

There, for each agent, you can choose the segments you want to be displayed as default when they enter the section "People", "Companies", "Products", or "Deals".

Default segments

Here, you can specify which segments will be displayed as default for agents who have no segments chosen in the above-mentioned settings.

Go to "Settings" -> "App settings" -> "Users data & events" -> "Segment management" and, from the list on the left, choose "Default segments".

From the drop-down menus, choose which segments will be displayed as default.

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