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Segments | 🔶 help.erxes.io

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01How to segment and filters contacts in the Pipelines?If you wish to filter contacts associated in a deal/ticket/task card, you can create a segment for it.12 Oct 2021

02How to use the Segments feature for email sequences?Learn how to effectively setup email sequences with erxes segments.16 Jul 2021

03How to manage your tasks like a pro with Card Properties and Segments?In this article, we'll cover card property and segmentation practices for better task management.13 May 2021

help.erxes.io
2. Frequently asked questions
Segments

Segments

Find out how to segments your clients and companies including task related segmentations.

3 articles