Stakeholder Segmentation
Ways you can use Simply Stakeholders to use segmentation.
How to Segment your Stakeholders: Contact Group vs TagThe difference between contact groups and tags, and when to use each for stakeholder segmentation.
TagsTags identify the emerging themes, topics, or issues within your engagement with stakeholders.
Add Tags to RecordsTags can be manually or automatically assigned to stakeholders, interactions, properties, and tasks.
Contact GroupsClassify your stakeholders by assigning them to contact groups. Create parent > child classifications to add greater context.