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How to manage client segments?

Group your clients by segment to apply common commercial terms

Introduction

Customer segments make it possible to group customers sharing common characteristics (company size, industry, partnership level, geographic area, etc.) and apply identical commercial terms to them.

As with individual customers, you can associate specific resources with each segment: price lists, discounts, catalogs, quote templates, payment terms and methods. When creating a quote for a customer belonging to this segment, only these resources will be available.

This approach helps standardize your commercial offers by customer type while ensuring compliance with your pricing policy.

Access

  1. In the left side menu, click Customers
  2. Click Segments

View the list of segments

The segments list displays all segments created in your workspace.

The list displays the following information:

  • Name : Segment name
  • Description : Segment description
  • Updated : Date of last modification

Use the search bar to find a specific segment.

Create a segment

Creating a segment lets you define a group of customers with common commercial terms.

  1. Click + New segment at the top right
  2. Fill in the general information :
    • Name * : Segment name (e.g.: VIP, SME, Enterprise, Resellers)
    • Reference : Technical reference
    • Internal description : Description for your team (membership criteria, special conditions, etc.)
  3. Click Save

Associate resources with the segment

The Linked resources block allows you to define the items available when creating a quote for customers in this segment. If resources are associated, only these will be offered to the sales rep.

You can associate the following resources:

  • Templates : Quote templates allowed for this segment
  • Catalogs : Accessible product catalogs
  • Price lists : Applicable price lists (negotiated prices, segment discounts, etc.)
  • Discounts : Available preconfigured discounts
  • Contracts : Associated master agreements
  • Payment terms : Allowed payment terms
  • Payment methods : Accepted payment methods
⚠️ Warning : You must first select a catalog before you can associate price lists. The available price lists depend on the selected catalog.
💡 Tip : If you leave these fields empty, all resources in your workspace will be available when creating a quote for customers in this segment.

Associate customers with the segment

The Linked customers block displays the customers belonging to this segment and allows you to add new ones.

View the customer list

The list displays all customers in the segment with the columns: Customer, Type.

Add a customer to the segment

  1. Click Add a customer
  2. In the modal, use the search bar to find the customer
  3. Select the customers to add
  4. Click Add
💡 Tip : You can also associate a customer with a segment from their customer record, by selecting the segment in the dedicated field.

Enter external identifiers

If you use external systems (CRM, ERP, accounting software), enter the corresponding identifiers to facilitate synchronization.

  • CRM ID : Identifier in your CRM
  • ERP ID : Identifier in your ERP
  • Accounting ID : Identifier in your accounting software

Save

Once all information has been entered, click Save at the top right.

Related articles

  • How to manage customers?
  • How to manage price lists (pricebooks)?
  • How to manage discounts (discounts)?
  • How to create a quote?