Applies to: All (Users, Managers, & Admins)

Solution Overview:

  1. Navigate to the Customers page

  2. Click the dotted icon and select pin to top

  3. View the pinned segment on your home page

The Home page makes it easy to access your most important and frequently used customer segments quickly.

Learn more about creating customer segments and using the pin icon to add these segments to your homepage in our help section on Customers.

Step 1. Navigate to the Customers page by clicking Customers in the lefthand side navigation.

Step 2. On a segment you would like to pin, click the dotted icon and select Pin to top.

Step 3. View the pinned segment on your homepage.

For more information:

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