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Customer segments group customers that share the same commercial conditions, such as a region, an industry, or an account size. Resources linked to a segment (templates, catalogs, pricebooks, discounts…) become available on quotes for every customer in the segment.

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Prerequisites

  • Your role needs write access to Customers
  • At least one customer in your workspace, if you want to assign customers right away

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Open the segment list

In the left side menu, click Customer › Customer Segment.

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Create a new segment

1

Open the segment form

Click New customer segment.
2

Fill in general information

In the General Information section:
  • Name (required): for example Enterprise - France or SMB - Tech
  • Reference (optional): an internal reference code
  • Description (optional): the segment’s purpose
The API Name is generated automatically from the name.
3

Assign customers

In the Associated Customers section, click Manage Customers, select the customers, then click Confirm.
A customer belongs to one segment at most. Customers already in another segment show Already in segment: … in the selection list. You can also set the segment from the customer record (Segment field).
4

Link resources (optional)

In the Linked Resources section, select the Templates, Catalogs, Pricebooks, Discounts, Contract Models, Payment Terms, and Payment Methods available to customers in this segment.
5

Save the segment

Click Save at the top right.

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What happens next

The segment appears in the Customer Segment list.

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Troubleshooting

Open the segment and click Manage Customers to add customers. Segments don’t have automatic membership rules.
Check the Association Resolution Mode in Settings › Workspace › Quote. In Exclusive mode, resources linked directly to the customer take precedence and the segment’s resources are ignored. See Customer segments.

Customer segments

How segments drive the resources available on a quote

Create a pricebook

Apply segment-specific pricing to your products

Create a customer

Add a customer and assign its segment

Quote settings

Set the Association Resolution Mode
Last modified on October 27, 2026