How do I move clients from one segment to another. ie if a client in ‘Best Customer’ segment and then subscribes and becomes a ‘subscription’ client, do I just kill it in the original segment. ie “Best customrer”. It seems to go in to subscription automatically but other segments i will have to move.
Also I don’t want to lose all their past sales history just because they have gone into a new segment because they are on subscription.
Thankyou. I am definitely losing sales because of this problem.
Best answer by Manny SinghView original