Create segments on Onboarding and Account Information

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2 comments

  • Luke Johnson

    Hmmm, I'm able to use the "Product owned by Parent' field to pull segments with both Accounts (Customers) and Products. E.g. this one:

    It shows clients that own one product but also do not own another. 

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  • Kim Pham

    Thanks Luke!  I actually wrote the wrong feature suggestion - info has been updated!

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