Skip to content
D
Documentation

Configure Market Segments

guide
1 min readUpdated

Administrator Guide › Configuration › Company

Market Segments — Configurations › Company › Market Segments

Overview

Market Segments are company-level classifications used to organize market areas, such as industry sectors. Administrators use the Market Segments configuration page when the company needs to add or maintain the available market segment classifications. Access the page from Configurations > Company > Market Segments.

Before you start

Sign in to the application before opening the Market Segments configuration page.

Steps

  1. Navigate to Configurations > Company > Market Segments.

  2. Review the existing market segment records to determine whether the required classification is already available.

  3. To begin adding a market segment configuration, select New.

  4. Complete the available market segment entry details and follow the controls provided on the entry form to finalize the configuration.

Tips & cautions

Tip: Use clear, consistent market segment names so that users can identify the appropriate classification when working with company data.

Note: Review the existing market segment records before selecting New to reduce the risk of creating duplicate classifications.

Troubleshooting

  • Cannot open the Market Segments page → The user is not signed in → Sign in, then navigate to Configurations > Company > Market Segments.
  • A required market segment classification is not listed → The configuration has not yet been started → Select New to begin adding the classification.

Result

The Market Segments configuration page is open, and a new market segment configuration can be initiated.

Was this page helpful?

Download as PDF
ADocs generated by Atloria — from the code, always in sync →
Configure Market Segments — Pams V2