Segmenting by Priority

Another approach to segmenting is to use the Priority field for Companies in Daylite. The Priority field is essentially a grading system, whereby you assign a number from 1, being the lowest, to 10, being the highest to the Company.

This is similar to using the Cold, Warm and Hot Category segmentation method, but this method frees up the Category field entirely, which can be used for other segmentation approaches.

For example you might have a Category of Client for Companies but use the Priority field to rank your clients in order of Priority.