Segmentation by industry

Mark Nicoll
Mark Nicoll Member Posts: 2
edited June 2022 in Sales CRM #1

Is there a way of segmenting data into industries in a quick efficient way within PD ?

 

Thx!

Comments

  • Kreete K
    Kreete K Moderator Posts: 358
    Third Anniversary 100 Comments 25 Likes 5 Answers
    CUSTOMER SUPPORT
    edited February 2022 #2

    Hi Mark!
    Not sure what you are looking for exactly in this case. However, if this Industry data is something that you add for your Organizations, then our Custom data fields are the one to use. You can set up different type of fields dependant on your need (single-option, multiple-option etc) and filter based on them in different views. You can learn more about the fields here.

  • Mark Nicoll
    Mark Nicoll Member Posts: 2
    edited December 2021 #3
    Kreete K said:

    Hi Mark!
    Not sure what you are looking for exactly in this case. However, if this Industry data is something that you add for your Organizations, then our Custom data fields are the one to use. You can set up different type of fields dependant on your need (single-option, multiple-option etc) and filter based on them in different views. You can learn more about the fields here.

    Thx!

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