> ## Documentation Index
> Fetch the complete documentation index at: https://docs.qwoty.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Create a segment

> Create a customer segment to apply targeted pricing and filter your customer list

Customer segments let you group customers by shared attributes like region, industry, or contract size. Use segments to apply specific Pricebooks or filter your customer database.

## Prerequisites

* **Admin** or **Manager** role
* At least one customer in your Qwoty account

## Access the segments page

In the left side menu, click **Customer** → **Customer Segment**.

## Create a new segment

<Steps>
  <Step title="Open the segment form">
    Click **+ New** in the top-right corner.
  </Step>

  <Step title="Fill in general information">
    In the **General Information** section:

    * **Name** (required): Enter a name for your segment (e.g., `Enterprise - France` or `SMB - Tech`)
    * **Reference** (optional): Add an internal reference code
    * **Description** (optional): Clarify the segment's purpose for your team
  </Step>

  <Step title="Assign customers">
    In the **Associated Customers** section, click **Manage Customers** to select which customers belong to this segment.
  </Step>

  <Step title="Link resources (optional)">
    In the **Linked Resources** section, associate Templates, Discounts, and other resources. Only linked resources will be available when creating quotes for customers in this segment.
  </Step>

  <Step title="Save the segment">
    Click **Save** at the top right to create the segment.
  </Step>
</Steps>

## What happens next

Your new segment appears in the **Customer Segment** list and becomes available when creating or editing a Pricebook to apply targeted pricing.

<Tip>
  A single customer can belong to multiple segments simultaneously.
</Tip>

## Troubleshooting

<AccordionGroup>
  <Accordion title="My segment shows no customers">
    Open the segment and click **Manage Customers** to add customers. Customers are assigned to segments manually — there is no automatic rule-based assignment.
  </Accordion>

  <Accordion title="The segment option doesn't appear when creating a Pricebook">
    Ensure the segment is saved. Refresh your browser and verify you have the correct permissions to link segments to Pricebooks.
  </Accordion>
</AccordionGroup>

## Related resources

<CardGroup cols={2}>
  <Card title="Edit a segment" icon="pen" href="/user-guide/customers/how-tos/create-segment">
    Update segment criteria and membership rules
  </Card>

  <Card title="Delete a segment" icon="trash" href="/user-guide/customers/how-tos/create-segment">
    Remove segments no longer in use
  </Card>

  <Card title="Create a Pricebook" icon="tags" href="/user-guide/catalog/how-tos/create-pricebook">
    Apply segment-specific pricing to your products
  </Card>

  <Card title="Customer overview" icon="building" href="/user-guide/customers/reference/segments">
    Learn about customer management in Qwoty
  </Card>
</CardGroup>


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