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Former Member
Oct 22, 2009 at 11:59 AM

Segmentation Based on Relationships and Marketing attributes



When creating a segment I want to combine a marketing attribute for the contact person with a marketing attribute for the corresponding account.

I've read the help:

HELP: CRM => Components and Functions => Marketing => Specific Objects and Functions in Marketing => Function documentationSegmentation and List Management => Segmentation => Graphical Modeling => Segmentation Based on Relationships

This does not clarify how to proceed when using marketing attributes on the contact person as well as on the account.

Any help is much appreciated.

Kind regards,

Johan Wigert