ClientSuccess

Can I use custom fields and/or salesforce details from the Salesforce Fields as filters when creating a segment?

Custom fields/Salesforce Fields as Segments

What are Segments?

Can I share a Segment with another team member?

Can I sort by multiple columns?

Can I change the columns that are visible?

Can I change the order of the columns on the clients screen?

What event is being displayed in the Usage column? Can I choose?

What is the number within the squares in the Pulse column?

Kristi Faltorusso

Clients Screen

Find answers and get help from Intercom Support and Community Experts

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