Best practice way to create and stratify customers from a new line of business?

  • 25 March 2024
  • 0 replies

If my team were to add customers from a new segment category, we’d of course want to keep those leads/clients/opps/etc separated and easily distinguishable from the full dataset of clients we already have in our existing segment category.

I know I can just create a field and sort by that, but hoping there’s a more elegant and native solution for scaling for growth. Thanks in advance!

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